Flooring
Workflow templates for flooring installers, covering flooring quotes, site measures and estimates, subfloor moisture and condition assessments, and product and colour approvals. Installation checklists for timber, vinyl and hybrid floors, carpet installation completion, and defect and warranty requests keep each job on one record.
Benefits
- Record subfloor moisture and condition before you install
- Get product and colour approval from the customer
- Handle defect and warranty requests against the original job
Common Use Cases
Flooring Templates(8)
Flooring defect / warranty request Workflow
Handles flooring defect/warranty requests end-to-end: intake and acknowledgement, office booking of an inspection, inspector assessment and cause determination, and routing to rectification, manufacturer claim, or not-covered handling with customer notifications throughout.
Flooring site measure and estimate Workflow
Captures an estimator's site measurement, calculates a flooring quote, routes it through manager review (with revision looping), and on approval sends the customer a quote to accept or decline, closing out the job booking or a decline notice.
Carpet installation completion checklist Workflow
Captures a post-installation inspection checklist, notifies the customer, and manages rectification with re-inspection loops until the carpet installation passes.
Timber flooring installation checklist Workflow
Captures a timber flooring installation inspection, records pass/fail checks, notifies the customer, and if the inspection fails routes rectification work to the installer and a re-inspection to the inspector (looping up to twice) before confirming the floor has passed.
Vinyl / hybrid flooring installation checklist Workflow
Captures a post-installation inspection checklist for vinyl and hybrid flooring jobs, notifies the customer, and routes any failed inspection through installer rectification and inspector re-inspection until it passes.
Subfloor moisture / condition assessment Workflow
Captures a subfloor inspection report, routes it through flooring manager review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a subfloor preparation quote task when recommended.
Flooring product / colour approval Workflow
Captures a customer's flooring selection, routes it to the customer for approval via an external form, loops back to the flooring consultant for revisions if changes are requested (up to 3 times), and on approval notifies the customer and tasks the office to order flooring and book installation.
Flooring quote request Workflow
Handles a flooring quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection, tracking status throughout.
Frequently Asked Questions
What Flooring workflow templates are included?
Flooring includes templates for flooring quote requests, site measures and estimates, subfloor moisture and condition assessments, product and colour approvals, timber flooring installation checklists, vinyl and hybrid installation checklists, carpet installation completion checklists, and defect and warranty requests.
Who are the Flooring templates for?
They're designed for timber, hybrid, vinyl and carpet flooring installers and flooring stores that install. Customers request measures and approve products through forms, and installers record subfloor checks and photos on their tasks.
Can I change a flooring template to suit my business?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add an underlay option or a furniture moving step — or edit the steps in the workflow editor. Earlier versions are kept.