CRM for Flooring

From Estimate to Installation, Run Your Flooring Business on One Platform

Smarfle gives flooring contractors the tools to manage material selections, schedule installation crews, track project progress, and collect payment without the back-and-forth.

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Smarfle CRM - Flooring Dashboard
Active Projects

7

Milestone Payments Due

$12,400

Estimates Sent This Week

9

Monthly Revenue

$54,600

Recent Jobs

Harrington Residence

Whole Home Hardwood Install

In Progress

Summit Office Park

Commercial LVP Install

Scheduled

Amy Castillo

Master Bath Tile

Completed

Sound familiar?

Material Selection Changes Cause Billing Confusion

Clients upgrade from LVP to hardwood or change tile mid-project, and without a documented change order process, the revised pricing never makes it onto the final invoice.

Multi-Room Projects Are Hard to Track Across Days

Large residential or commercial installs span multiple days and rooms. Without a progress system, the office does not know what was done, what remains, and when to send the final invoice.

Subcontractor Coordination Creates Scheduling Gaps

Flooring often runs after drywall, painting, or plumbing. When prior trades run late, your crew shows up to an unprepared site and the schedule cascades for every job that week.

Built for flooring businesses

Not a generic CRM. Every feature is tailored to how flooring companies actually work.

Material Specs and Change Orders on Every Job

Log flooring type, brand, SKU, square footage, and subfloor condition on the work order. When a client changes materials, create a documented change order that updates the invoice automatically.

Room-by-Room Progress Tracking

Use the activity log to note which rooms are prepped, in progress, or complete each day so the office, crew, and client are always aligned on the project status.

Installation Crew Scheduling with Buffer Days

Build dependencies into your schedule by adding notes about prior trade completion requirements. When a job shifts, you can reschedule without losing track of which crew is affected.

Photo Documentation for Subfloor and Finished Install

Photograph subfloor condition before installation to document pre-existing issues, and photograph completed rooms to confirm quality and protect against callbacks.

Milestone Billing with Deposit, Progress, and Final Payments

Structure large jobs with a deposit invoice at signing, a progress payment at midpoint, and a final invoice on completion. Clients pay each milestone through the portal.

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Top feature for flooring

Material Specs and Change Orders Tied to Every Invoice

Flooring type, brand, SKU, square footage, and subfloor notes are stored on the job record. When clients upgrade materials or add rooms, the change order updates the invoice so nothing falls off the bill.

Material SpecsChange Order TrackingRoom Progress LogMilestone Billing

Everything your flooring business needs

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Material Specs on Every Work Order

Log flooring type, brand, SKU, square footage, and subfloor condition. When a client changes materials, the documented change order updates the invoice automatically.

2

Room-by-Room Progress Tracking

Use the activity log to note which rooms are prepped, in progress, or complete each day. The office, crew, and client stay aligned without phone calls.

3

Subfloor and Finished Install Photos

Photograph subfloor condition before installation and completed rooms after. Documentation protects against callbacks and proves quality.

Plans that grow with your flooring business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Flooring CRM questions

You add a change order note to the work order and update the invoice line items to reflect the new material cost and any additional labor. The client can approve and pay the difference through the portal.
Yes. The activity log on each work order lets crew members and the office add progress notes per day. You can note which rooms are prepped, in progress, or complete, and clients can see updates in the portal.
You create separate invoices for each payment milestone: a deposit invoice at signing, a progress invoice at midpoint, and a final invoice at completion. Each can be sent and paid independently.
Yes. Crew members upload photos to the work order at job start, including any cracks, moisture issues, or height variations in the subfloor. These are timestamped and stored permanently on the job record.
You update the work order start date and add a note explaining the delay. The crew assignment stays intact and the client sees the revised timeline in their portal without you making a separate phone call.
The reports dashboard breaks revenue down by service type. If you categorize jobs by flooring type when creating the work order or service, the chart shows you exactly which product lines drive the most income.

Ready to run your flooring business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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