The three jobs a CRM for flooring companies has to do
Flooring isn't a service call business. Nobody calls you at 7am to fix a floor for a flat trip charge. The work comes in as a measurement and goes out as a priced proposal. Then a crew installs it over one to three days, with real material behind it. A CRM gets that, or it fights you.
1. Sell from a measurement
Square footage in, price out, same visit. CoatHQ prices by the square foot from a line item library you reuse. Every item carries its cost, so you see the margin before the quote goes out. You also get three options: good, better and best. Each is a real package with its own line items. The customer approves and signs on their phone, from a link of their own.
2. Schedule crews, not technicians
A crew has a production rate. CoatHQ stores it in square feet per hour. That turns a job's square footage into a labor estimate you can trust. It also gives you a dispatch board you can view by crew or by week. Appointments have types: estimate, install, callback or block. Drag one to move it, and it snaps to 15 minutes.
3. Put the material on the job
This is the one that gets skipped. Material planning works out what a job needs from the quote. It holds that stock in inventory once the job is scheduled. And it flags a shortage before the truck rolls. Inventory is tracked per location, so the warehouse and each van. A full log shows what came in, moved, went out and got used.
Margin per square foot is the number you can compare
Direct cost on a finished job is exact material cost plus labor. Labor is hours times your labor rate. You see it as a total and per square foot, with gross margin and margin percent beside it. Per square foot lets you put a 400 sq ft entry next to a 3,000 sq ft warehouse. Now you're comparing like with like.
Then the profitability report does the useful thing. It sorts jobs by margin percent. Watch for two surprises. One is a job type you thought was your bread and butter that barely clears. The other is a job you almost turned down that had the best margin of the quarter.
Bring one finished job to the call
We'll put it in and show you the material, the labor and the margin per square foot. 20 minutes, no slide deck.
Sign up nowLeads don't die of bad luck
They die when nobody makes the second call. CoatHQ runs a set call plan. It tracks each try on a lead and what happened. Leads sit in a pipeline you drag from stage to stage. A "Call Today" column fills itself, so the follow-up list builds on its own. Close rate is plain math: quotes approved divided by quotes sent. Each ad channel gets its own tracking number. So every inbound call shows its source, and you know which ads pay.
Who this is not for
Being straight saves us both a demo. CoatHQ is built for flooring businesses that install, and it goes deepest on resin and concrete coatings: epoxy, polyaspartic, polyurea and polished concrete.
It doesn't do showroom point of sale, roll goods and remnant stock, a sample library or a room visualizer. Does a big share of your revenue walk into a showroom and pick carpet off a rack? Then you want a flooring retail system for that side. This isn't it.
Maybe your crews install a coating or a hard surface. Maybe your headaches are scheduling, material cost and crew output. Then you're in the right place.
Why the user model matters more in flooring
Crews grow and shrink with the season. With per-seat pricing, every installer you add raises the monthly bill. So owners share logins. Once logins are shared, you can't tell who did what, and that was the whole point of measuring crews. CoatHQ gives you unlimited users on both plans, so your cost per head only drops as you grow. See how the pricing works.
Frequently asked questions
What is the best CRM for a flooring company?
For a flooring company that installs, it's the one that sells from a measurement and schedules crews, not single techs. It also puts material and labor cost on the job, so you can see margin per square foot. Most general field service tools do the first two. They leave the last one to a spreadsheet.
Is CoatHQ a good fit for a flooring retailer with a showroom?
Probably not. There's no showroom point of sale and no roll goods or remnant stock. There's no sample library or room visualizer, either. A shop that sells retail and installs usually needs a flooring retail system for the showroom side.
Does a flooring CRM really need inventory?
If material is a big share of your job cost, yes. Without it, you can't say what a job used, what's on the van or what to reorder. So you can't figure real margin. A spreadsheet works until two crews are running. Then the owner ends up as the glue between everything.
How many users are included?
Unlimited, on both plans. Crews grow and shrink with the season. Per-seat pricing pushes owners to share logins. That wrecks the per-person tracking you were paying for.