SqFt The Flooring Solution
TOOLING

The toolkit.

Every tool a flooring shop needs to quote, schedule, and close — built into one stack. No spreadsheets, no DocuSign tab, no lost text threads.

Parts List

TOOL 01 — ESTIMATINGCORE

Sketch the room. Get the area.

Tap to add a room, type the dimensions, and SqFt handles the math — coverage, waste factor, box counts, the whole brief.

  • 01.1

    Room sketcher

    Multiple rooms per estimate. Square footage updates live as you type.

  • 01.2

    Line items with units

    Hardwood, LVP, tile, carpet, labor, demo, padding — each with its own unit, coverage, and waste default.

  • 01.3

    Auto-saving builder

    Edit at the kitchen table or in the truck. Your work is saved automatically — close the laptop, pick it up on your phone.

  • 01.4

    Branded PDF export

    Logo, license number, totals, deposit — issued as a clean PDF the homeowner respects.

FIG. 01 — ESTIMATOR LIVING 240 sq ft DINING 160 sq ft HALL · 56 BED · 96 20'-0" LINE ITEMS / 4 Engineered Oak · 7" plank 552 sqft Underlayment · 3mm cork 552 sqft Demo & haul-away flat Install labor (sand & finish) 14 hr TOTAL $ 12,840.00 A / SCALE 1 : 12
TOOL 02 — APPROVALCORE

One link. Zero login.

Send a token-signed URL. The customer reviews the breakdown and e-signs from their phone, tablet, or laptop — no app, no account.

  • 02.1

    Public customer portal

    Token-scoped, read-only quote view. No PII leak, no orphan invites.

  • 02.2

    Locked at signature

    The signed quote is sealed — nobody can quietly edit the number after the customer approves it.

  • 02.3

    Email + SMS delivery

    Send the link the way the customer actually checks. Status updates on the estimate as it's opened & signed.

  • 02.4

    Status that actually means something

    Draft → Sent → Viewed → Signed → Scheduled. Visible on the pipeline kanban.

FIG. 02 — PORTAL QUOTE #2026-0142 Living + Dining $4,820 Hallway $1,120 Bedroom $2,180 TOTAL $8,120.00 SIGN HERE APPROVE QUOTE PIPELINE / SAUNDERS SIGNED VIEWED 11:42 SIGNED 11:54 DEPOSIT DUE 5/26 HASH e3b0c44a98... B / SCALE 1 : 8
TOOL 03 — SCHEDULECORE

Right crew. Right job. Right day.

Drag an install onto the calendar, assign the crew, and SqFt flags conflicts before they bite. Field crews see only what they need to see.

  • 03.1

    Week + month view

    Click a slot to create a job. Drag to move. Conflict warnings on overlapping crew assignments.

  • 03.2

    Multi-crew assignment

    Schedule the install, the measure, the punch-list. Per-crew filter on the schedule view.

  • 03.3

    Customer-linked events

    Every event ties back to the customer + estimate. One click to the quote, one click to the address.

  • 03.4

    Crew-only view CREW PLAN

    Installers see their assigned jobs and addresses. They don't see margins, pipeline, or pricing.

FIG. 03 — SCHEDULE MON 19 TUE 20 WED 21 THU 22 FRI 23 SAT 24 SUN 25 9 12 3 6 INSTALL Saunders Crew A · LVP INSTALL Pereira Crew B · Tile MEASURE Khoury INSTALL Adetola INSTALL Vaughn Crew A ⚠ CONFLICT C / SCALE 1 : 7
TOOL 04 — PIPELINE & CUSTOMERSCORE

Where every job actually stands.

A real dashboard, not a vanity report. Drag estimates through the pipeline, see today's schedule, watch the 6-month revenue chart move.

  • 04.1

    Pipeline kanban

    Draft → Sent → Scheduled → Invoiced → Won/Lost. Drag-and-drop status changes that log to the audit trail.

  • 04.2

    KPI dashboard

    Open opportunities, sent quotes awaiting reply, deposits collected, this-month revenue. The numbers that matter at 6am.

  • 04.3

    Customer record

    Every estimate, event, and note in one place. Phone, email, address, source — searchable across the whole org.

  • 04.4

    Six-month revenue chart

    Hover any month to see the jobs behind the number. Prints clean for the bank meeting.

FIG. 04 — DASHBOARD OPEN OPPS 28 PENDING 11 MTD REV $ 84K CASH IN $ 52K PIPELINE DRAFT SENT SCHEDULED INVOICED Khoury $3,420 Saunders $12,840 Adetola $8,120 Vaughn $5,620 · Fri Pereira $9,940 REVENUE / 6 MO D / SCALE 1 : 4
TOOL 05 — MONEY & BOOKSCREW

Get paid before you're off-site.

Cards and ACH through Stripe Connect, two-way QuickBooks Online sync, real-time job costing that catches margin leaks before you eat them.

  • 05.1

    Stripe Connect payments

    Card + ACH on the same customer link. Funds settle direct to your bank in T+2.

  • 05.2

    QuickBooks Online sync

    Connect once from settings. Invoices push to QuickBooks the moment they're created; payments mark themselves paid back in SqFt.

  • 05.3

    Job costing in the quote

    Materials, labor hours, overhead costed as you build. Margin $ and % update line-by-line.

  • 05.4

    Deposit collection

    Configure a deposit % on the org. Collect at signature, see remaining balance through install.

FIG. 05 — MONEY SqFt PAY · STRIPE •••• •••• •••• 4242 SAUNDERS · DEPOSIT $2,568.00 SETTLED T+2 QBO SYNC INV-2026-0142 PUSHED INV-2026-0141 PAID ✓ INV-2026-0140 PAID ✓ INV-2026-0139 PARTIAL INV-2026-0138 PAID ✓ LAST SYNC 11:38:04 JOB COST · SAUNDERS MATERIAL $4,180 LABOR $2,940 OVERHEAD $1,180 MARGIN $ $4,540 MARGIN % 35.4% E / SCALE 1 : 6
06 / On the Bench

What's coming next.

Q2 · IN BUILD

Materials catalog

Per-org product library with SKU, unit, cost, sell, waste defaults. Build a line item in two taps. FCB2B supplier import on the heels of v1.

Q2 · IN BUILD

Estimate templates

Save any quote as a named template — rooms + line items, no customer. Reuse for "carpet bedrooms" or "LVP whole house" in seconds.

Q3 · DESIGN

Lightweight CRM

Lead source tracking, follow-up tasks, lost-reason analytics. The CRM your shop deserves, without the Salesforce tax.

Q3 · DESIGN

Photo & punch list

Before/after photos on the job. Punch list on the install. Sign-off captured from the homeowner's phone.

LATER

Advanced reporting

Margin by product, crew utilization, lead-source ROI. Export to CSV or pipe to your warehouse.

LATER

Native mobile crew app

iOS + Android shell over the bilingual field portal. Push notifications for new jobs and schedule changes.

FILE: 2026-TOOLING-001  ·  APPROVED FOR ISSUE

A real toolkit.
For a real trade.

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