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FloorManager Residential Management Software
Sales, Inventory, Operations and Accounting
FloorManager is designed to integrate the sales, operations, and accounting departments of a residential flooring business into a single integrated solution.
The process: It all starts up front with the opportunities module. Every lead is entered and assigned to a sales person. Samples can be checked out and all customer communications documented. When it's time to generate a quote, a click of a button will transfer the desired products from the opportunity to the proposal. It's easy to copy proposals, swap products, and rapidly generate good-better-best scenarios for your customers. All products can be looked up via the integrated product catalog and FloorManager allows unlimited price groups to ensure consistent pricing for your clients. You can even print showroom tags with your business logo which elevates your level of professionalism. A proposal can be converted to a sale with the click of a button. If you stock materials, you can allocate from the perpetual inventory module directly to the sale, and then create purchase orders for the remainder of the items. Splitting a job into segments such as carpet, hardwood, or tile for the creation of installer work orders is easy. When it's time to invoice your customer, you have the option of single or progress billing. All of this automatically posts in real-time to FloorManager's integrated general ledger eliminating the need for an external accounting system. Sales, operations, and accounting all working together seamlessly.
The process: It all starts up front with the opportunities module. Every lead is entered and assigned to a sales person. Samples can be checked out and all customer communications documented. When it's time to generate a quote, a click of a button will transfer the desired products from the opportunity to the proposal. It's easy to copy proposals, swap products, and rapidly generate good-better-best scenarios for your customers. All products can be looked up via the integrated product catalog and FloorManager allows unlimited price groups to ensure consistent pricing for your clients. You can even print showroom tags with your business logo which elevates your level of professionalism. A proposal can be converted to a sale with the click of a button. If you stock materials, you can allocate from the perpetual inventory module directly to the sale, and then create purchase orders for the remainder of the items. Splitting a job into segments such as carpet, hardwood, or tile for the creation of installer work orders is easy. When it's time to invoice your customer, you have the option of single or progress billing. All of this automatically posts in real-time to FloorManager's integrated general ledger eliminating the need for an external accounting system. Sales, operations, and accounting all working together seamlessly.
FloorManager...it transforms your business.
Software Features
Overview
- 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™.
- Double entry integrated General Ledger accounting system.
- Physical steps of each job are tracked and super visible (individual jobs and all jobs) for crystal-clear oversight of operations.
- 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.
Sales
- Lead Management system captures demographic information, prospect interest, close probability, and more. Build a visible pipeline to accurately benchmark sales personnel performance.
- Sales pipeline via opportunities module
- Sample tracking
- Templating module for multi-family
- Integrates with email i.e. Outlook, Gmail, etc.
- Proposal module with bundling capability for summarized bidding
- Product kits (associates proper labor and materials to a primary product)
- Integrated forms i.e. thank you letters
- Integrates with Sitefotos
- Integrates with FloorRight™, Measure Square, Callidus, and others
Operations
- Product Catalog maintenance via fcB2B or Excel® imports
- Integrated claims module
- Integrated Scheduling
- Installer work order managment
- Mobile solutions for delivering work orders electronically to your installers including floor plans and job photos
- Purchase order managment
- Mission control quickly shows job phase completion
- 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.
- Process management intelligence clearly tells your staff what to do next; per job, or across all jobs
- One-click drill down of details by sales, client, project, and more.
- Multiple calendars for easy scheduling and on-the-fly revisions.
- Create on-screen task groups to optimize workflow.
Inventory
- 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.
- Perpetual Inventory Managment
- Peak, re-order, open-to-buy reports
- Stores photographs of inventory
- Barcoded Inventory tags
- Electronic cycle counting
- Electronic pick tickets via iPad
- Inventory reserved as orders are entered to avoid costly backorders.
- Private label control, flexible sample tags.
- Automatic inventory tracking and history as products are used.
- Bid quantities imported directly from FloorRight™ estimating software.
- Invoices, Work Orders, PO's are managed inside the system.
Accounting and Reports
- Full general ledger
- Complete accounting with line item detail and analysis. Trial Balance, balance sheet, Income Statement, P&L, A/R, A/P and more.
- PO's and wrk orders auto-linked to accounts payable
- A/R and A/P management
- Calculates vendor discounts
- Profess billing
- Customer Statements
- Real time budget vs actual project-level profit analysis
- Calculates sliding scale commissions
- Exceptional password control
- 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.
Customer Service
- 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.
- Job Mail updates entire team; everyone knows everything needed to give world-class customer service.
- Customer appointment module and calendar.
Would you like to discuss your business needs with one of our non-commissioned sales consultants?
