FloorBase Features: Everything a Flooring Store Needs in One Platform

Smart Invoicing & Estimates

FloorBase generates professional invoices and estimates with flooring-specific calculations built in. The system automatically converts square footage measurements to box quantities based on each product's coverage spec, preventing under-ordering and calculation errors at the point of sale.

• Create quotes and convert them to invoices in one click
• Built-in sq ft → boxes conversion per product
• Accept Stripe and Square payments natively (PCI DSS Level 1 processors)
• Generate and email branded PDFs directly from FloorBase
• Add line items for materials and labor on the same invoice
• Produce work orders for installation teams

Read the full smart invoicing & estimates page →

Inventory Management

FloorBase tracks flooring stock in boxes with real-time visibility across store SKUs, plus live mill inventory via supplier SAP, CSV, and production orders — so showroom quoting matches mill availability.

• Real-time store stock levels by product and location
• Inventory counted in boxes to match flooring purchasing conventions
• Live mill inventory via supplier SAP, CSV, and production orders
• Automatic deductions when invoices are created
• One purchase order per brand, emailed to suppliers
• Import product catalog with sq ft-per-box specs

Read the full inventory management page →

Lead Pipeline & CRM

FloorBase includes a built-in CRM pipeline designed for flooring retail sales cycles. New leads can be added manually, imported from a spreadsheet, or pulled automatically via Facebook Lead Ads integration on Pro — so no inquiry falls through the cracks.

• Visual pipeline from lead to closed job
• Facebook Lead Ads integration for automatic lead capture (Pro)
• Follow-up reminders and activity tracking per lead
• Attach estimates and invoices directly to each lead record
• Track lead source to understand where customers come from

Read the full lead pipeline & crm page →

Commission Tracking

FloorBase automatically calculates staff commissions when invoices are marked as paid. Commission rates are configured per salesperson, and all calculations happen in the background — eliminating the manual spreadsheet work that causes commission disputes and payroll errors.

• Auto-calculated commissions on invoice payment
• Per-salesperson commission rate configuration
• Commission reports by team member and date range
• Visibility into pending vs. paid commissions

Delivery Order Management

FloorBase tracks material delivery orders from creation through completion. Teams can log delivery schedules, assign drivers, and update order status in real time — keeping the store, the warehouse, and the customer aligned throughout the delivery process.

• Create and schedule delivery orders from invoices
• Assign deliveries to specific drivers or team members
• Real-time delivery status updates
• Customer notification support

Installation Job Scheduling

FloorBase manages installation jobs from scheduling through sign-off. Installers can be assigned to jobs, job details can be accessed from the field, and completion status updates flow back to the main system — reducing back-and-forth between the store and installation crews.

• Schedule installation jobs from existing invoices
• Assign jobs to contractors or in-house installers
• Contractor phonebook for quick access to installer contacts
• Job status tracking from scheduled to completed

Analytics & Reports

FloorBase provides a real-time dashboard showing revenue, net profit, open leads, and monthly performance trends. All reports are exportable for use in accounting, payroll, and business reviews.

• Live dashboard: revenue, profit, open leads, monthly metrics
• Commission reports by team member
• Inventory reports by product and category
• Sales performance reports by date range
• Exportable data for accounting integrations

Customer Database & Store Credit

FloorBase maintains a full customer database with purchase history, contact details, and store credit balances. Store credit and refund ledgers are tracked automatically, giving customers and staff a clear record of any credits on account.

• Full customer contact and purchase history
• Store credit issuance and tracking
• Refund ledger per customer
• Searchable customer database

Expense Tracking

FloorBase includes built-in expense tracking so business owners can log and categorize operating costs alongside revenue — giving a clearer picture of actual profitability without switching to a separate accounting tool for basic expense management.

• Log and categorize business expenses
• Attach expenses to specific jobs or time periods
• View expenses alongside revenue in the analytics dashboard

Role-Based Access & Security

FloorBase supports role-based access control and two-factor authentication (2FA), giving store owners control over who can view, edit, or export each area of the platform. Card payments run through Stripe and Square — PCI DSS Level 1 certified processors.

• Role-based access by team function (sales, admin, owner)
• Two-factor authentication (2FA) for all accounts
• PCI-compliant payment processing via Stripe & Square
• No card data stored on FloorBase servers

Team Messaging & Contractor Phonebook

FloorBase includes internal team messaging and a contractor phonebook, keeping communication and installer contact information inside the platform rather than scattered across text threads and phone contacts.

• Owner announcements to the whole team
• Searchable contractor directory with specialties
• Keep installer contacts inside FloorBase