01
Lead & schedule
Capture every opportunity, keep unscheduled leads moving, and put measurements on the right rep’s calendar.
Pipeline · Assignment · CalendarService operations, connected
The operating system for service businesses.
TriedFlow connects leads, estimates, deposits, projects, field work, and payments in one flow. Starting with purpose-built workflows for flooring companies.
First verticalFlooring
Built from the real workflow of a flooring business. Designed to expand across the service industry.
Operations overviewGood morning
Live workflowNew leadsReady to assign
Money watchDeposits moving
ProjectsCrews on track
Lead-to-completionJob flow
This week1LeadNew request
2EstimateSent
3DepositPaid
4InstallScheduled
Today’s workView all
Measurement · 10:00 AM
Scope review · 1:30 PM
Install start · 7:30 AM
Project health
On track
Scope, material, crew, and payment signalsDeposit receivedProject created
Jobsite updatePhotos added
One flow. Every handoff.
The TriedFlow workflow
From first inquiry to final payment—without the reset.
Each team works from the same job record, so the next department gets the scope, history, documents, and decisions that came before.
02
Estimate & approve
Build accurate flooring estimates, send polished proposals, and preserve revisions without losing the history.
Estimator · Approvals · Revisions03
Deposit & produce
Turn an approved estimate into a deposit request, then move paid work into production with the deposit applied.
Deposits · Invoices · Projects04
Install & close out
Coordinate materials, crews, photos, punch work, change orders, completion, and the final payment in one workspace.
Production · Field · CloseoutOne connected operating system
See the business clearly. Run the job confidently.
TriedFlow gives every service team the operational depth it needs without turning the customer journey into disconnected tools. Flooring is the first purpose-built vertical.
Sales
A pipeline that knows what comes next.
Move from first contact to measurement, estimate, approval, and deposit without rebuilding the story at every handoff.
Operations
A project workspace built for the messy middle.
Keep scope review, materials, purchase orders, crews, jobsite photos, punch items, and installation details together.
Money
Documents and payments that stay connected.
Track estimates, deposit requests, project invoices, payment methods, payment history, and additional scope as the job changes.
Customers
One customer history, not scattered records.
See conversations, appointments, estimates, invoices, projects, and returning-customer context from one deep workspace.
Right work, right view
Built for the whole service team—not just the office.
Give each role the tools and context it needs while keeping the operation connected from sales through closeout.
Explore the platformOwner / Admin
See the whole operation and the signals that need attention.
Sales
Work assigned leads, schedule measurements, and send estimates.
Installation
Own production, procurement, crew scheduling, and closeout.
Office
Manage documents, deposits, payments, and exceptions.
Installer
Use focused work packets, checklists, photos, and notes.
Watch TriedFlow work
See one job move from lead to installation.
Take a guided tour through the connected workflow. In about a minute, see how TriedFlow carries the customer, scope, money, and next action across every team.
Guided product tour
One job. Every handoff.
Lead intakeAnderson Residence
Capture the opportunity and give it an owner.
New leadMeasurement scheduledWebsite inquiry • Assigned to Maya
Put TriedFlow to work
Start your TriedFlow trial.
Tell us about your operation. We’ll prepare a secure trial workspace around the workflow, handoffs, and details that matter to your team.
01
Built for service operations—not a generic CRM walkthrough.
02
Flooring-ready today, with a platform designed for more trades.
03
A prepared workspace for exploring the full job lifecycle.
The service industry runs on handoffs
Keep the promise you sold.
TriedFlow starts with flooring and is designed to bring every service vertical’s leads, estimates, projects, field work, and payments into one operating flow.