Implemented workflowFlooring services

GulvKBH.dk Lead CRM

A flooring lead and booking workspace for service-specific intake, estimates, follow-up, customer communication and daily reporting.

Interface overview

A representative view of the workflow

The interface demonstrates how records, stages, ownership and next actions can be organised in one workspace.

Workflow interfaceIllustrative data
GulvKBH.dk workflow

Flooring lead desk

Service details, offers, reminders and bookings

New requests21current view
Details missing5current view
Offers sent12current view
Booked jobs7review queue
Workflow pipelineThis week
New2
Floor sandingNext action visible
Epoxy enquiryNext action visible
Contacted2
Images requestedNext action visible
Area confirmedNext action visible
Offer sent2
Oil finishNext action visible
Lacquer optionNext action visible
Booked2
Site visitNext action visible
Work scheduledNext action visible

Business challenge

What needed to stay connected

Flooring requests need service type, property context, dimensions, images and treatment information before the team can quote or book efficiently.

Project scope

What was delivered

  • Service-specific enquiry records
  • Estimate and follow-up visibility
  • Booking and completion stages
  • Customer communication status
  • Source context in reporting
  • Post-job follow-up support

Key capabilities

What the project demonstrates

  • Service-specific enquiry records
  • Estimate and booking stages
  • Customer communication status
  • Source and follow-up visibility

Operational outcome

What changed in the way the work is controlled

Each request gained a consistent status, next action and service context, reducing the need for repeated manual reporting and scattered follow-up.

Project enquiry

Discuss a similar business requirement.

Tell us about the current process, the people involved, the systems already in use and the result you want to achieve.

  • Initial fit and scope review
  • Key requirements and constraints
  • Recommended next step

Your enquiry is reviewed for fit and scope. The recommended next step is sent by email.