Can customers upload plans or photos?

Yes. Sophiie's webform workflow can capture job details and file uploads so your estimator has more context.

Can takeoff tasks be assigned to a team member?

Yes. Sophiie's job manager supports assignment, notes, reminders, status tracking, and job history.

Can Sophiie follow up commercial flooring quotes?

Yes. Pending quotes can be tracked and followed up with professional messages from Sophiie.

Flooring Specialists

Flooring takeoff software

Takeoff work loses time when plans arrive without context, photos sit in email, and quote follow-up waits on memory. Sophiie keeps plan requests, estimator tasks, and customer communication tied to the same job.

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A live demo call from Sophiie. Two minutes, no sales pitch.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Plan and photo intake

Through calls, email, chat, and webforms, Sophiie can capture customer details, project type, plan files, photos, deadlines, and preferred flooring systems.

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Estimator task reminders

Takeoff requests can become assigned tasks with reminders, notes, deadlines, and customer context attached to the CRM record.

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Site measure booking when needed

If the plan is not enough, Sophiie can book a site measure or estimator callback using connected calendar rules.

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Quote preparation handoff

Once the specialist takeoff is complete, Sophiie helps turn confirmed quantities and services into a branded quote for the customer.

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Follow-up after the quote is sent

Sophiie tracks quote status, records responses, and sends reminders so commercial and residential takeoff jobs do not sit idle.

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How it works

Set up Sophiie once, then let the work flow

Define takeoff intake rules
Tell Sophiie what information your estimators need: plan type, floor system, deadline, areas, access, file format, and customer contact.
Capture files and context
Sophiie records the request and keeps submitted files, photos, and notes attached to the customer record.
Assign the estimator workflow
Create reminders for takeoff review, site measure, missing information, or quote preparation.
Send and follow up the quote
Use Sophiie quoting and follow-up tools once the takeoff numbers are confirmed by your team or specialist tool.

Takeoff accuracy depends on clean intake

Flooring takeoff work needs more than a PDF. The estimator needs to know product intent, exclusions, install deadline, drawing status, access constraints, whether stairs or wet areas are included, and who approves variations.

Sophiie helps capture that context before the estimator opens the plans. The result is not an automatic takeoff; it is a better-organised takeoff request with fewer missing details.

A realistic role for Sophiie

Use Sophiie to manage the customer, files, tasks, measure bookings, quote preparation, and follow-up. Keep your specialist takeoff software or estimator process for the technical measurement and quantity work.

That split is practical for flooring companies. The office can still automate response and workflow while estimators keep control over final scope, quantities, wastage, and allowances.