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Flooring & Tile · Workflow

Project estimation and quoting

Automates the creation of accurate project estimates and professional quotes for flooring and tile installations by gathering measurements, calculating materials, and generating customer proposals. This streamlines the sales process and reduces time from initial inquiry to quote delivery.

Workflow Trigger

Customer submits project inquiry through website form or phone call requesting flooring/tile installation quote.

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Receive project inquiry

    Customer submits project details including room dimensions, material preferences, and timeline through web form or CRM system. Initial project record is created with customer contact information.

  2. 2
    Action

    Calculate room measurements

    Import or input room dimensions into measurement software to calculate accurate square footage and material requirements. System accounts for waste factors and pattern matching.

  3. 3
    Decision

    Check material availability

    Query inventory management system to verify if requested materials are in stock or need to be ordered. Determines if standard pricing applies or if special order pricing is needed.

  4. 4
    Action

    Generate cost breakdown

    Calculate total project costs including materials, labor, and markup using pricing database. System applies appropriate rates based on job complexity and material type.

  5. 5
    Action

    Schedule site visit

    Automatically schedule appointment for field measurement and estimate verification based on estimator availability and customer preferences. Send calendar invites to both parties.

  6. 6
    Action

    Create professional proposal

    Generate detailed quote document with itemized costs, material specifications, timeline, and terms. Include visual mockups and warranty information for customer presentation.

  7. 7
    Output

    Deliver quote to customer

    Automatically send professional proposal via email with digital signature capabilities and follow-up reminders. Customer receives detailed breakdown and can accept quote online.

Outputs

  • Professional quote document with itemized pricing
  • Scheduled site visit appointment
  • Customer proposal tracking in CRM

Key Metrics

  • Quote-to-close conversion rate
  • Average time from inquiry to quote delivery
  • Estimate accuracy percentage
OA

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