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CRM & Sales Pipeline

Every job starts with a lead. DoAllFloors has a full CRM built in — no second subscription required — with a visual kanban pipeline and activity logging tuned for flooring sales.

  • Contacts and companies with full history
  • Custom sales pipelines with drag-and-drop kanban
  • Activities: calls, emails, meetings, notes, tasks
  • Opportunity tracking with expected close dates and values
  • Documents and file attachments per contact
  • CSV import for bulk contact upload
  • CRM dashboard with sales analytics and leaderboards
  • Role-based visibility (salespeople see their own deals)
  • Automatic contact sync to QuickBooks Online as customers
👥
Sales Pipeline
My Open Deals14
Maple Ridge Estates — 2,400 sf
Stage: Quote Sent · $38,500
Hot
Coal Harbour Condo 804
Stage: Measurement · $14,200
Active
Whistler Village Reno
Stage: New Lead · $0 — qualifying
New

Estimating & Takeoff Import

Build quotes fast with linked labour and sundries that auto-fill as you add materials, or import a MeasureSquare .fez takeoff to auto-populate everything. When a quote is accepted, DoAllFloors automatically generates the project, work orders, and purchase orders — no re-entry.

  • Import MeasureSquare .fez takeoffs — rooms, products, colors, and quantities auto-populated
  • Linked items — add a material and labour, pad, tack strip, seam tape, and sundries auto-attach with smart quantities
  • Standard project templates for common job types — pre-load line items and linked labour in one click
  • Accepted quote auto-generates a project, work orders, and purchase orders — zero double-entry
  • Supply Only and Supply & Install modes
  • Quote templates with custom sections, styling, and summary/detailed layouts
  • Approval workflow: Draft → Pending → Approved → Sent → Viewed → Accepted
  • On-site quote mode that auto-approves for field salespeople
  • PDF and Excel export with your logo and project name in the filename
📐
Estimate — 5046 Cessna Way
Rooms imported from .fez7 rooms
Main Floor — Engineered Hardwood
428 sf · Labour + pad + transitions linked
Auto-linked
Stairs (14 treads)
Wrap + nose · labour auto-calculated
Auto-linked
Quote total
Supply & Install · margin 32%
$24,820

Customer Quote Portal

Send customers a branded, interactive web quote instead of a static PDF attachment. They open it on their phone, pick their upgrades, and accept or decline — and your team gets notified instantly.

  • Branded public quote page with your logo and colors
  • Secure token-based links (no login required)
  • Line items grouped by area for customer-friendly display
  • Category-driven upgrade options — pad tiers, waterproofing membranes, stair wraps, etc.
  • One-click accept or decline with team notifications
  • View tracking (SENT → VIEWED automatically)
  • Quote expiration dates with graceful handling
  • Automated multi-step follow-up emails for unresponded quotes
  • Branded acceptance confirmation email
📧
your-quote.doallfloors.com/q/a8f2
Your quote from Smith Flooring3 options
Standard underlay pad
Included — 6mm acoustic
Selected
Upgrade to premium cork pad
+$820 · Better sound dampening
Tap to add
Waterproof membrane (wet areas)
+$1,240 · 25-year warranty
Optional
Accept quote
Tap to approve from your phone
Accept →

Scheduling & Jobs

A two-schedule system that matches how flooring shops really plan — tentative holds for quotes you’re waiting on, and a confirmed schedule for locked-in installs.

  • Ghost schedule for tentative and projected work
  • Active schedule for confirmed installations
  • Drag-and-drop installer assignment
  • Automatic conflict detection across crews and days
  • Multi-day job support
  • Installer notifications on assignment and schedule changes
  • Job-level photos, comments, and change orders
  • “All jobs complete” notifications sent to the office automatically
📅
Schedule — Week of Apr 20
Crew: Marco & team5 jobs
Mon — Fieldstone (vinyl plank, 2 days)
Materials staged · delivered today
Confirmed
Wed — Burnaby Twin 804
Awaiting final customer approval
Ghost hold
Fri — Warranty callback @ Willowbrook
Seam touch-up · no cost
Warranty

Warehouse & Materials

Know where every roll, box, and pallet is — from PO to delivery truck — with queues built specifically for flooring shops.

  • Project bill of materials with PURCHASE and INVENTORY source types
  • Material receiving with ETA tracking and overdue alerts
  • Staging queue with bulk mark-staged operations
  • Delivery queue with mark-delivered workflow
  • Picking reports for warehouse staff (scheduled-within-N-days filter)
  • Transaction logging for full material history
  • CSV import for project materials
  • Purchase order generation grouped by supplier, pushed to QuickBooks
  • Supply Only customer email when materials arrive (with custom templates)
📦
Warehouse — Staging queue
Ready to stage6 projects
PO #1842 — Shaw Luxury Vinyl
Received 2 days ago · ETA met
Received
4106 Fieldstone — Tile & grout
Installs Mon · pick list ready
Pick
Supply Only — Langley custom
Notify customer when arrives
ETA 3d

Timesheets & Approvals

Mobile-friendly time tracking with a proper approval workflow so your payroll numbers are always clean.

  • Installers clock in and out from their phone, against a specific job
  • Entries go to PENDING on clock-out
  • Managers approve, reject, or edit with a note
  • Bulk “approve all for a day” action
  • Rejected entries kick back to the installer for correction
  • Approved entries locked for installers, editable by approvers (with audit trail)
  • Pending count badge and dashboard widget
  • Notifications for clock-out, approval, rejection, and edits
Timesheets — Pending approval
Friday — 4 installers6 entries
Marco R. — 4106 Fieldstone
7:30a → 4:15p · 8.25 hrs
Pending
Jess T. — Burnaby Twin 804
Out-of-range punch flagged · needs note
Flag
Approve all for Friday
One click · payroll-ready export
Bulk approve

Custom Project Workflows

Your shop, your process. Configure your own project statuses, transitions, and automations with a visual editor — no developer required.

  • Custom statuses per company with your own colors and labels
  • Configurable transitions with 11 auto-trigger types
  • Simple list editor plus an advanced visual node graph
  • Role-based transition permissions
  • Warranty workflow — reactivate completed projects for callback work, tagged and cost-tracked
  • Change orders with submit, approve, and reject flow
  • Invoiced and terminal statuses kept separate from active work
  • Full audit log of every status change, edit, and approval
🛠
Workflow Editor
Your project statusesDrag to reorder
Lead → Measurement Booked
Auto-trigger: activity logged
Auto
Quote Accepted → Materials Ordered
Auto-trigger: quote acceptance
Auto
Install Complete → Invoiced
Manual approval required (Manager)
Manual

QuickBooks Online Integration

Connect once and stop double-entering. DoAllFloors pushes customers, invoices, vendors, purchase orders, and products straight into QuickBooks Online — with a dashboard that shows exactly what’s synced.

  • OAuth 2.0 connection with encrypted tokens at rest
  • Automatic customer push from the CRM (deduped by email)
  • First-class invoice model (not just a status) with pre-population from accepted quotes
  • Detailed or summary invoice formats, configurable per company
  • Supplier model that syncs to QBO vendors
  • Purchase orders generated from project materials and pushed to QBO
  • Bulk product and labour item sync to QBO items
  • QBO Sync Dashboard with connection status, synced/failed counts, and retry buttons
  • Automatic retry of failed syncs every 15 minutes
  • Sandbox and production environments per company
💳
QuickBooks Sync Dashboard
Last 24 hoursConnected
Invoices pushed to QBO
12 synced · 0 failed
Synced
Customers pushed to QBO
4 new · 0 duplicates (matched by email)
Synced
PO — Shaw Industries
Retry queued · will retry in 14 min
Retry

Built for Claude Cowork

DoAllFloors ships with a ready-to-go Model Context Protocol (MCP) server designed to work great with Claude Cowork. Connect it once from Settings and start asking questions about your business in plain English.

  • “What’s on the schedule for tomorrow?”
  • “Show me pending quote approvals.”
  • “Which projects are waiting on materials?”
  • “Summarize this week’s pending timesheet approvals.”
  • “What invoices still need to push to QuickBooks?”
  • Long-lived (90-day) MCP tokens generated from Settings → Integrations
  • Read-only and create actions across projects, jobs, estimates, contacts, materials, invoices, and timesheets
  • Also works with Claude Desktop and any other MCP-compatible client
🤖
Claude — connected to DoAllFloors
“What’s on the schedule for tomorrow?”
You · 9:14 am
Ask
Tomorrow has 4 confirmed jobs & 2 ghost holds
Fieldstone (Marco), Burnaby 804 (Jess)…
Claude
“Which invoices haven’t synced to QBO?”
You · 9:15 am
Ask

Dashboard & Reports

A customizable dashboard per user — and a growing library of reports tuned for flooring KPIs.

  • Role-specific dashboards (installer, salesperson, manager, admin)
  • Drag-and-drop widget customization
  • Estimating pipeline widget, pending approvals, warehouse queues, timesheet approvals, and more
  • Quote analytics dashboard (win rate, aging, follow-up performance)
  • Project, installer, materials, and change order reports
  • Clickable notifications that jump straight to the relevant project or estimate
📊
Dashboard — Owner view
This week at a glanceLive
Quote win rate
Last 30 days · trending up
62%
Quotes aging > 7 days
Auto follow-ups queued
4
Pending timesheet approvals
Needs manager sign-off
6

Built for Teams

From the owner to the installer on the job site, everyone has exactly the access they need — and nothing they don’t.

  • 7 roles: Full Admin, Manager, Salesperson, Order Desk, Install Manager, Installer, Warehouse
  • Multi-tenant by company — your data is fully isolated
  • Mobile-friendly for field crews and warehouse staff
  • Email and in-app notifications with quiet hours and category filters
  • White-label branding — your logo, your colors, throughout the entire app
  • Customer email templates with live preview and placeholders
  • Nightly automated backups to Google Drive (DB + uploaded files)
  • Full audit log across projects, estimates, and approvals
  • Structured error codes and request IDs for fast support
👤
Team · Roles & access
Your team18 users
Michael G. — Full Admin
Owner · all modules
Admin
Marco R. — Installer
Mobile-only · clock in/out, photos
Field
Dave T. — Warehouse
Staging, picking, receiving only
Warehouse

See It in Action

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Join the beta — free