Flooring CRM and software for the work from measure to install
Keep the customer, room measurements, material choices, installation scope, and billing together. Manage the business around each flooring job in one construction workspace.
Built around flooring installation projects
Kaliun gives flooring contractors a place to manage inquiries, prepare proposals, organize installation work, and review project costs. It is a practical fit to evaluate for teams handling hardwood, luxury vinyl, laminate, and tile installation as construction projects.
A flooring job involves more than multiplying room area by a unit price. The proposal needs to explain the selected product, removal, floor preparation, transitions, trim, and responsibilities around access and furniture. Keep those details with the customer and job so the installation team can find what was agreed.
Connect the sales decision to the installation scope
6 opportunities · $571,700 total value
Martinez Kitchen Reno
Thompson Bathroom
Nguyen Full Remodel
Davis Outdoor Kitchen
Patel Master Suite
Wilson ADU Build
Illustrative product demonstration with sample records.
Keep the flooring lead and its next step together
Organize homeowner and builder contacts, site-visit notes, sales stages, and assigned follow-ups. Keep proposal status beside the opportunity so the office can see whether the next step is a measurement visit, a material decision, or a conversation about the estimate.
- Keep customer details and the sales conversation in one record
- Assign follow-ups after the measurement visit
- Retain the proposed scope for the next customer call
Sarah & James Thompson · Full Kitchen Renovation
| Line item | Cost | Markup | Price |
|---|---|---|---|
| Custom Cabinetry — Shaker Style | Cost$8,400 | Markup25% | Price$10,500 |
| Quartz Countertops (45 SF) | Cost$5,850 | Markup20% | Price$7,020 |
| Tile Backsplash Install | Cost$2,200 | Markup30% | Price$2,860 |
| Appliance Package — Premium | Cost$6,100 | Markup15% | Price$7,015 |
Grand Total
$27,395
Estimate view: internal costs, markup, and client prices.
Illustrative product demonstration with sample records.
Turn reviewed quantities into a flooring proposal
Use line items for the material supply, installation labor, removal, preparation, and finishing work. Set units, quantities, costs, and markup for each item. With a PDF plan, Kaliun’s takeoff tools can measure areas and lengths, then link reviewed quantities to proposal items.
- Price material waste separately from the area to be installed
- Use separate units for floor area, trim, and transitions
- Review the scale and quantities before syncing a plan-based estimate
Shared updates, records, and next steps
Nguyen Full Home Remodel
In Progress4821 Maple Drive, Austin, TX 78745
$6,200
Next Payment
12
Documents
3
Comments
Illustrative product demonstration with sample records.
Follow installation tasks, finish choices, and costs
Plan tasks for removal, preparation, installation, and the walkthrough. Keep agreed material options with the job and record expenses as the work proceeds. Invoice milestones and payment records help the office follow billing alongside the project’s cost record.
- Assign dates and responsibilities for the installation sequence
- Present allowance options when a material choice is still open
- Review supplier and subcontractor expenses against the cost budget
Example: separate purchased material from installed area
For a hypothetical 500-square-foot installation, assume you have independently decided to allow 10% extra material. That produces 550 square feet of material before carton rounding. It does not automatically turn the installation labor quantity into 550 square feet. The figures below explain the workflow; they are not a supplier quote or a waste recommendation.
| Proposal item | Example quantity | Review before sending |
|---|---|---|
| Flooring material | 500 × 1.10 = 550 sq ft | Adjust for carton coverage, pattern, layout, and the product requirements |
| Installation labor | 500 sq ft | Confirm the area and labor scope your price actually covers |
| Existing floor removal | Use the area being removed | Check disposal and any separate removal conditions |
| Preparation | Enter the assessed work | Document the surface condition and scope after site review |
| Transitions and trim | Measure in pieces or linear feet | Record profiles, openings, and the lengths needed |
Use the square footage calculator to check simple room geometry, then verify the result on site or against a calibrated plan. In Kaliun, carry the reviewed quantities into proposal line items and keep supply and installation costs separately reviewable.
If removing the old floor reveals additional preparation work, document the revised scope and price before the crew proceeds. A change order keeps that decision with the original project invoice. Product-specific installation and moisture requirements still need to come from the manufacturer and your site assessment.
Make material choices clear before installation
A homeowner may choose the plank color after accepting the rest of the scope. Organize the allowance options with images and pricing in the client portal. Keep the selected option with the project, including its internal builder cost, so the office can distinguish the customer-facing choice from the expense it creates.
Use the construction allowance template to work through the allowance amount, selection, and cost difference. For projects that include broader renovation work, see Kaliun for remodelers. For multi-trade coordination, see the general contractor workflow.
Bring a flooring estimate, a material selection, and an installer expense to a walkthrough. Review current plans and pricing and check how your office will hand off purchasing and accounting records.
Questions about flooring CRM and management software
What does flooring CRM software help a contractor manage?
A flooring CRM keeps the customer, opportunity, proposal, and next follow-up organized. In Kaliun, those sales records sit alongside project tasks, files, costs, invoices, and client documents. Your team can review the information behind a job from the first inquiry through billing.
Can Kaliun help with flooring takeoff and estimating?
Kaliun supports calibrated PDF plan measurements for areas, lengths, and counts. You can link reviewed quantities to proposal line items and sync changes after review. Assemblies can apply your material quantities, unit costs, and waste allowances. The workflow does not include specialist carpet seam planning, roll-cut optimization, or automatic flooring layouts. Explore the takeoff workflow.
Is Kaliun a flooring showroom inventory or point-of-sale system?
Kaliun focuses on construction sales and project operations. It does not provide a flooring retail point-of-sale system, roll inventory, or live distributor catalog. If those are central to your business, evaluate that requirement alongside the CRM, estimating, and project workflow before choosing your software.
Can customers review material options through a portal?
Yes. You can present allowance options with images and pricing for the customer to review and select. Selected options use their recorded builder cost to create associated project expenses. Keep that internal cost distinct from the price shown to the customer. See selections and allowances.
Can I manage flooring invoices and job costs together?
Yes. Create project invoices and billing milestones, track customer payment records, and review job costs. The cost budget comes from invoice line items; recorded expenses represent commitments; payments allocated to those expenses represent paid costs. Explore job costing and invoicing during your demo.