Job management
Keep every job moving, and know where each one is.
A flooring job is not a sale followed by a delivery. It runs from enquiry through measure, quote, deposit, order, stock, fitting and final payment, and different people handle each part. FloorLogik keeps them all on one record, so anyone can see where a job has reached without ringing round to find out.
stages, all on one record.
kinds of diary job, coloured and filtered.
address, entered once and carried through.
views of the diary: day, week and month.
Before the sale
The enquiry is already the job.
A lead carries a full address, not just a postcode, because for a flooring enquiry the address is the job.
THE ENQUIRY
Lead
Name, contact, address and notes, with a status that moves as it progresses. Converting it to a customer carries everything across.
BOOKING THE WORK
Measure
Booked into the same diary as the fitting, with the address filled in from the lead or the order rather than written out again.
KEEPING THE CUSTOMER INFORMED
Confirmation
The customer can be emailed the date and time as it is booked, from the shop's own name. A tick box, so a provisional date stays provisional.
On the day
The fitter sees the job, not the system.
One-handed, on a phone, in daylight, with the van still running.
Theirs only
A fitter sees their own jobs and nothing else.
- Today, then the week
- Address and access notes
- What is on the order
Status from site
Updated where the work is happening.
- On the way, started, done
- No access, rescheduled
- Seen at the counter immediately
Photos
Kept against the job, not in a phone gallery.
- Before and after
- Sub-floor and damage
- There when a dispute is
Completion
Closed off with notes, and the order follows.
- Completion notes
- Aftercare email, if wanted
- Order completes with the last job
Every morning
What needs doing today, per person.
Worked out from the data rather than typed onto a whiteboard by whoever got in first.
TODAY
Jobs, with the postcode
Measures, fittings and deliveries booked for today, yours first.
GONE QUIET
Quotes to chase
Sent, not answered, and old enough to be worth a call.
HOLDING THINGS UP
Deposits unpaid
The prompt disappears the moment the deposit lands, so it cannot be wrong.