- Use iPad® and iPhone® to create and look up change orders, job progress, material status, product costs, and access your entire management system anywhere you get cell or wifi.
- Windows® and or Mac® workstations or Mac server; get the best of both for peak production and least downtime.
- Links to industry-best estimating FloorRight™.
- One-click drill down of details by sales, client, project, and more.
- Customer appointment module and calendar.
- Create on-screen task groups to optimize workflow.
- Double entry integrated General Ledger accounting system.
- Job Mail updates entire team; everyone knows everything needed to give world-class customer service.
- Physical steps of each job are tracked and super visible (individual jobs and all jobs) for crystal-clear oversight of operations.
- Lead Management system captures demographic information, prospect interest, close probability, and more. Build a visible pipeline to accurately benchmark sales personnel performance.
- Easy-to-use, multi-level security to authorize who gets to view or change information within the FloorManager™ system.
- Bar-coded sample tracker manages samples and tracks sales leads.
- Process management intelligence clearly tells your staff what to do next; per job, or across all jobs.
Product Catalog and Inventory
- Unlimited primary and secondary product categories, unlimited characters in item master field, multiple pricing levels, kit assembly to eliminate omissions, and on-the-fly pricing entry. Vastly more flexible than other flooring systems; better for stone, countertops, cabinets, furniture, tile, laminate, engineered, area rugs, appliances, lighting, plumbing fixtures, and accessories. Unlimited means . . . unlimited.
- Private label control, flexible sample tags.
- Automatic inventory tracking and history as products are used.
- Easily import price updates with fcB2B and Excel®.
- Architected to automate lead tracking, demographic analysis, UPS, onsite appointments, material interest, (sample checkouts), quotes with limitless options, job process management, internal job-related communications, repair orders that link to the original job no matter when they were completed (and update commissions), dashboards for management, project management, invoicing and accounting, and drill-down sale performance reports.
- Multiple calendars for easy scheduling and on-the-fly revisions.
- Inventory reserved as orders are entered avoids costly backorders.
- Bid quantities imported directly from FloorRight™ estimating software.
- Invoices, Work Orders, PO's are managed inside the system.
- Verify work / schedule changes instantly and avoid costly surprises.
- All client records easily searchable across multiple jobs and dates.
- Track repair tickets and claims in original job to ensure optimum follow-up.
Accounting and Reports
- Complete accounting with line item detail and analysis. Balance Sheet, Income Statement, A/R, A/P and more.
- Unlimited bank accounts; easily print single or batch checks.
- Create on-screen work groups and process / advance each job, e.g. everything ready to be ordered, scheduled, installed, invoiced, and commissions paid.
- Reports by Market Sector, Buying Group, Cash Back, Fiber Type, Protection, Advertising Source, Sales Person, Customer, Products, Close Ratio, Budget versus Actual, and more. Drill-down analysis in one click.
Would you like to discuss your business needs with one of our non-commissioned sales consultants?