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Flooring & tile

The CRM that starts at the subfloor.

Daybook runs a flooring company end to end: tick the flooring, the transitions and the install hours, put in the square feet, and each is priced from your own list; a product and layout confirmation and a final walkthrough ride on every install, and the job does not close without them; FLHA forms, clock-in and photos come from the crew’s phones. Then the invoice, with GST/HST by province.

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The job “Luis Kowalczyk — Hardwood” in Daybook, and its brief: “Work starts Monday, October 12”, an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts and what the customer asked for (each with the message it came from).

The rules the trade lives under

Built around the paperwork a flooring contractor already answers to.

  • The product, the colour and the lay direction, agreed

    A luxury vinyl plank, laminate, hardwood, tile, carpet or sheet vinyl job does not close without the product and its colour, the lay direction or pattern, whether the transitions and trim were agreed, and whether the customer approved the product.

  • The walkthrough and the care instructions, before the job is done

    A luxury vinyl plank, laminate, hardwood, tile, carpet or sheet vinyl job does not close without whether the walkthrough was done with the customer, whether the site was cleaned and the offcuts removed, and whether the care instructions were left with the customer.

  • Ontario’s rules for contracts signed at a client’s home

    A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.

Daybook names these so you can see where it helps. It is not a compliance product: it does not test a subfloor for moisture, register a manufacturer’s warranty or set an acclimation time. The sheets record what was agreed and what was done, the hazard assessment is yours to fill in, and your province has the last word.

Three things that go wrong

The headaches every flooring company knows.

Pricing a floor from the doorway

A main floor gets priced from the doorway, the transitions and the trim forgotten, and the number said on a Tuesday is the number you live with until the last plank is down.

In Daybook Pick the job type and tick what is in scope — the flooring, the underlayment, the transitions, the baseboard, the install hours, the dump run — put in the square feet, the feet and the hours, and each one lands on the quote at your own prices, with the margin beside the price on every line.

The wrong plank, running the wrong way

The customer picked a grey oak in the showroom. The boxes that arrive are a different lot, the planks run across the hallway instead of along it, and the argument starts when half the room is down.

In Daybook The product and layout confirmation rides on every install: the product and its colour, the lot and dye-lot numbers, the lay direction or pattern, whether the transitions and trim were agreed and whether the customer approved the product, with room for their signature — and the job is not complete until it is answered.

Offcuts in the garage, and nobody told them how to clean it

The floor is in and it looks right. Then the homeowner finds the offcuts stacked in the garage, a scratch nobody wrote down, and a bucket of the wrong cleaner on the new floor.

In Daybook The final walkthrough is one sheet, done with the customer: the deficiencies and touch-ups written down, the site cleaned and the offcuts removed, the care instructions left behind, the photographs after and their sign-off — and the job is not complete until it is answered.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe officeA crew memberA crew memberA crew member
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The flooring toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — flooring gets its own tools: a flooring scope picker in the quote builder, a labelled flooring price list, three floor layer’s sheets, and drafts, replies and job summaries that say supply and install, install only, tear-out, subfloor prep, transitions — T-moulds, reducers, thresholds — and acclimation the way a floor layer does.

The quote

Tick the scope. Every line priced from your own list.

Pick the job type — luxury vinyl plank, laminate, hardwood, tile, carpet, sheet vinyl, subfloor prep and repair — tick what is in scope, put in each quantity, and the builder writes the lines: the flooring and the underlayment by the square foot, the thinset and the grout by the bag, the transitions by the strip, the baseboard by the foot, the installer’s hours, the dump run. No list built for someone else’s trade; you put the quantities in, nothing is worked out from the room, and every number is yours to change before it goes out.

By the square foot the scope ticked, square feet, bags, feet and hours in — each line priced from your own rates
Quoting

The quote

Tick the scope. Every line priced from your own list.

Pick the job type — luxury vinyl plank, laminate, hardwood, tile, carpet, sheet vinyl, subfloor prep and repair — tick what is in scope, put in each quantity, and the builder writes the lines: the flooring and the underlayment by the square foot, the thinset and the grout by the bag, the transitions by the strip, the baseboard by the foot, the installer’s hours, the dump run. No list built for someone else’s trade; you put the quantities in, nothing is worked out from the room, and every number is yours to change before it goes out.

  • Luxury vinyl plank, laminate, hardwood, tile, carpet, sheet vinyl, and subfloor prep and repair job types
  • Vinyl plank, laminate, solid or engineered hardwood, tile, carpet and sheet vinyl by the square foot, with the underlayment, carpet pad or moisture barrier under it
  • Thinset, grout and self-levelling compound by the bag, adhesive by the pail, fasteners by the box, subfloor plywood by the sheet; tack strip, baseboard and quarter round by the foot; transitions by the strip
  • Tear-out, the installer and the helper by the hour; a floor sander or a tile saw by the day; furniture moving, delivery and the dump run each on its own line
  • The margin beside the price on every line, and the estimated cost for your eyes only — never on the PDF
  • Your own products beside the starter list on Crew and up; on Company, the visualizer tries your flooring on the customer’s own photo of their room
Quoting

The request

A request becomes a site visit. Then a quote.

Every request lands on one board with its job type — hardwood, tile, carpet, laminate, the subfloor — and one button: Schedule visit. Walk the rooms, measure the floor, and build the quote on the job; when the customer approves it in their portal, the job is won and ready to schedule.

Scheduling
The requests board in Daybook: “Felix Moreau — Sheet vinyl” and “Chantal Silva — Hardwood”.

The request

A request becomes a site visit. Then a quote.

Every request lands on one board with its job type — hardwood, tile, carpet, laminate, the subfloor — and one button: Schedule visit. Walk the rooms, measure the floor, and build the quote on the job; when the customer approves it in their portal, the job is won and ready to schedule.

  • The requests board in Daybook: “Felix Moreau — Sheet vinyl” and “Chantal Silva — Hardwood”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Schedule, Start, Finish, Invoice and Get paid.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • A finished job in Daybook: Job finished, Generate warranty and Closeout.

    Finished. Every step ticked, and one tap starts the warranty from the job and its quote — nothing reaches the client until you send it.

  • Seven job types: luxury vinyl plank, laminate, hardwood, tile, carpet, sheet vinyl, subfloor prep and repair
  • A request that mentions the subfloor as well as a new floor is filed under the new floor — sorted for you
  • Schedule the site visit from the request — and plan the day’s route from the same board
  • Not viewed, visited, quoted and lost: where every request stands, at a glance
  • Requests from your website’s quote form land here as real requests, with the job address on them
Scheduling

The paperwork

Three sheets, written for floor layers.

A pre-install site check for the walk before install day. A product and layout confirmation for what the customer agreed before anything is ordered. A final walkthrough with the touch-ups, the cleanup and the care instructions. The last two attach themselves to every install, and will not let one close unfinished.

The crew app
The checklists in Daybook: “Pre-install site check” and “Product & layout confirmation”, the second marked as blocking a job’s completion.

The paperwork

Three sheets, written for floor layers.

A pre-install site check for the walk before install day. A product and layout confirmation for what the customer agreed before anything is ordered. A final walkthrough with the touch-ups, the cleanup and the care instructions. The last two attach themselves to every install, and will not let one close unfinished.

  • Pre-install site check: whether the subfloor is dry, level and sound, the moisture reading, whether the material is on site to acclimate, the prep or levelling needed, hazards, before photos, the crew lead’s sign-off — attached by hand
  • Product & layout confirmation: the product and colour, the lot and dye-lot numbers, the lay direction or pattern, whether the transitions and trim were agreed, the customer’s approval, their sign-off
  • Final walkthrough & care: the walkthrough done with the customer, the deficiencies and touch-ups, the site cleaned and the offcuts removed, the care instructions left, after photos, their sign-off
  • Attached to the right job types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Safety on site

The FLHA, filled in on the phone. Filed before the first plank goes down.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

The crew app
An FLHA in the crew app, “Lay the hardwood in the living room and cut the transitions”: the task with its hazard and its control, and the crew on site under it.

Safety on site

The FLHA, filled in on the phone. Filed before the first plank goes down.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 10 active: “Owen Thibault — Luxury vinyl plank” and “James MacNeil — Hardwood” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Lay the hardwood in the living room and cut the transitions”: the task with its hazard and its control, and the crew on site under it.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the crew on site
  • Clock-in and timesheets from the phone in their pocket
  • Checklists filled in on the job — with a signature if you want one
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Invoiced off the quote. Closed out with a review request.

The invoice is raised off the quote the customer approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

Invoicing & payments
A finished job in Daybook: Job finished, Generate warranty and Closeout.

Getting paid

Invoiced off the quote. Closed out with a review request.

The invoice is raised off the quote the customer approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

  • An invoice off the approved quote — all of it, the finished part, or the extra work approved on top
  • Change orders for the work the customer adds after the quote
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • A finished job offers the warranty and closeout package, and a review request
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

The crew

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every installer and helper has the app: the day’s jobs, clock-in, the FLHA, the checklists, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 10 active: “Owen Thibault — Luxury vinyl plank” and “James MacNeil — Hardwood” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Schedule, Start, Finish, Invoice and Get paid.
  • The checklists in Daybook: “Pre-install site check” and “Product & layout confirmation”, the second marked as blocking a job’s completion.

The economics

Priced on the office. Free for the crew.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people laying the floors alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The crew Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — every installer and helper gets the app.
Flooring tools A generic quote form; the takeoff lives in a spreadsheet. A flooring scope picker in the quote builder, a labelled flooring price list, three floor layer’s sheets, and a visualizer on Company.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. A website on every plan, with a quote-request form that mints a real lead.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Flooring runs on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a flooring company running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The flooring price list is already labelled, from the installer’s hour to a square foot of vinyl plank and a bag of thinset. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

Every plan comes with a website — your photographs and your words go in, and the quote-request form drops leads straight into Daybook.

Questions flooring companies ask.

How does it price a floor?

From what you measure and count. Pick the job type and tick the lines it needs — the flooring and the underlayment or pad by the square foot, thinset, grout and levelling compound by the bag, adhesive by the pail, subfloor plywood by the sheet, tack strip, baseboard and quarter round by the foot, transitions by the strip, tear-out, the installer and the helper by the hour, a sander or a tile saw by the day — put in each quantity, and each lands on the quote at your own prices. It does not work the quantities out from a room’s dimensions, and every number is yours to change before the quote goes out.

Which jobs will it not let me close?

Every install — luxury vinyl plank, laminate, hardwood, tile, carpet and sheet vinyl — carries two sheets: the product and layout confirmation — the product and its colour, the lay direction or pattern, whether the transitions and trim were agreed, whether the customer approved the product — and the final walkthrough — whether it was done with the customer, whether the site was cleaned and the offcuts removed, and whether the care instructions were left. A subfloor prep job carries neither. They are yours to edit.

Does it test the subfloor for moisture?

No. The pre-install site check asks whether the subfloor is dry, level and sound, with a place for the moisture reading your crew takes and the prep or levelling needed — attached to the job by hand when you want it. Daybook keeps what the crew found; the reading and the call are yours.

Can I bring my own prices?

Yes. Scan a supplier invoice and the price book updates; put your own products alongside the starter list; set your own labour rates and markups. The quote builder prices from your numbers, not ours.

What does a floor layer cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Does it work in a basement with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real floor. Watch it quoted.

Your own numbers beat any feature list — start the trial, measure a room, tick the scope and let your own rates price it.

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