One customer and job history.
Start with a lead, customer, job, or blank estimate. Sales, operations, documents, and money stay anchored to the same record.
Operating system for flooring companies
Run every flooring job in one connected workspace.
TriedFlow connects leads, customers, estimates, materials, jobs, invoices, installation, and closeout. Quote manually, use your catalog, or add the optional flooring takeoff when it helps.
TriedFlow is in private preview. Account signup is by company invitation.
Shared coreOptional flooring tools
Built for the whole flooring operation, with specialized takeoff available inside the same estimating workflow.
Sample flooring companyTriedFlowNF
Your workspaceDashboardYour customers, work, and next steps in one place.
+ Materials sale+ New lead+ New estimate
Active work18Open workspace
Work to quote6Open workspace
Customers142Open workspace
Follow-ups due4Open workspace
Anderson residenceOne connected job
Current scope1LeadAssigned
2EstimateApproved
3MaterialsReady
4InstallScheduled
5CloseoutNext
Today & needs attentionCalendar
Measurement · 10:00 AM
Supplier delivery · 1:30 PM
Crew handoff · 3:00 PM
Quick links
EstimatesInvoicesProjectsCustomers
Estimate approvedScope locked
Crew plan updatedReady to install
One flow. Every handoff.
Inside TriedFlow 3.0
One platform underneath every handoff.
TriedFlow starts with a shared operating core, then adds optional flooring tools and role-specific workspaces without splitting the customer or job history.
Add flooring takeoff when it helps.
Build estimates with manual and catalog lines, then use the flooring takeoff when specialized measuring and scope calculation add value.
Give each team the right view.
Owners, sales, installation, accounting, and installers work from shared history with role and record boundaries.
The TriedFlow workflow
From first flooring lead to finished installation, without rebuilding the record.
Each team works from the same job record, so the next department gets the scope, history, documents, and decisions that came before.
01
Capture & schedule
Bring in flooring leads, keep their source, assign the work, and schedule measurements without losing the customer story.
Pipeline · Assignment · Measurement02
Estimate & approve
Open one complete editor, quote manually or use an optional flooring takeoff, then keep revisions and approval in one history.
Estimate · Takeoff · Approval03
Fund & prepare
Keep the invoice, deposit, and balance tied to the sold scope while purchasing, receiving, and material readiness move forward.
Invoice · Materials · Readiness04
Activate, install & close out
After funding and preparation are confirmed, explicitly activate the project. Then refresh readiness, plan crews, schedule the work, and carry field progress through final acceptance and payment.
Activation · Installation · CloseoutOne connected operating system
Run the work, not a stack of disconnected apps.
The shared customer and job core keeps everyday work useful whether your team estimates manually or uses the flooring takeoff.
Customer Hub
Move through one customer story.
Estimates, Invoices, Projects, and Customers stay connected to the same appointments, documents, job notes, photos, PDFs, and returning history.
Document workspace
Edit estimates and invoices in one clear frame.
Keep customer details, items, notes, deposits or fulfillment, totals, preview, and history together while each document retains its approval and payment rules. Approved revisions and audited corrections stay tied to the same history.
Materials & job flow
Activate installation at the right moment.
Keep the approved scope tied to deposits, purchasing, receiving, and material readiness. When those gates pass, explicitly activate the project, refresh readiness, then move into crew planning, scheduling, installation, and closeout.
Scheduling & field work
Keep the day and the job together.
Schedule measurements and installations, assign crews, and keep progress, punch items, photos, and notes with the work.
Invoices & payments
Keep the money history connected.
Use company estimate and invoice numbers, then track deposits, balances, receipts, refunds, and corrections against the original invoice.
Company Training
Practice before the live job.
Load guided company examples, edit them like normal work, then clear or restore the training set from Settings when the team is ready.
Right work, right view
The right workspace for every role.
Owners, sales, installation, accounting, and installers work from the same customer and job history, with access scoped to their responsibilities.
Explore the platformOwner / Admin
See the whole operation and the signals that need attention.
Sales
Work assigned leads, schedule visits, and prepare customer-ready estimates.
Installation
Own purchasing, receiving, crew planning, field progress, and closeout.
Accounting / Office
Use company estimate and invoice numbers while managing documents, deposits, payments, corrections, and exceptions.
Installer / Crew
Use focused assigned work, progress, punch items, photos, and notes.
Watch TriedFlow work
See one job move across the team.
Take a short guided tour through a flooring example and see how TriedFlow carries the customer, scope, materials, money, and next action across each handoff.
Guided product tour
One customer. Every team.
Customer HubAnderson Residence
Start with the customer and keep every document and job connected.
Lead assignedOne customer historyEstimates • Invoices • Projects • Customers
Put TriedFlow to work
Request trial access to TriedFlow.
Tell us about your flooring operation and what you want to improve. We’ll review the request and contact you about private-preview availability. Public account and company signup remain closed.
01
Built around real flooring operations, not a generic CRM walkthrough.
02
Invitation-only access, with each company reviewed before onboarding.
03
A reviewed request before company access is arranged.
Flooring work runs on handoffs
Keep the promise you sold.
TriedFlow brings flooring customers, estimates, materials, installation, invoices, and closeout into one operating flow.