← Services sectionSection 2 · Direction 2 selected

Room details become
a useful next action.

Three ways to show the flooring enquiry and estimate workflow. Photos and customer-supplied measurements arrive together; the agent prepares a draft for the contractor to review.

These are illustrative CRM concepts. Nothing is sent automatically, and no live system or client results are implied.

1. CRM and next action

The complete handoff: room details enter the CRM, the agent reviews them, and an estimate draft appears. Richest detail; also the busiest.

CRM and next action. Annotated room photos and supplied measurements inform a draft estimate requiring contractor review.

2. One connected project record · Selected

Recommended. The room, supplied measurements and AI-prepared draft belong to one clear record, with the contractor’s next action beside it.

One connected project record. Annotated room photos and supplied measurements inform a draft estimate requiring contractor review.

3. Workflow board and estimate

Makes the work stages most obvious: new enquiry, AI review and ready for review, with the draft opened in front.

Workflow board and estimate. Annotated room photos and supplied measurements inform a draft estimate requiring contractor review.