Flooring Software — Data Model | FieldCamp

How a flooring business runs in FieldCamp — estimates, jobs, and visits on the core, plus a room measurement object and material selections for install or refinish.

A flooring business is mostly a quote, a schedule, and an install — the same connected chain every trade runs. A customer wants new floors, you measure the rooms, you price the material, you schedule a crew, you bill, and you get paid.

That chain maps one-to-one onto FieldCamp: Request → Estimate → Job → Visit(s) → Invoice → Payment.

Multi-option quotes for hardwood versus tile versus luxury vinyl, material priced by the square foot from the catalog, and a multi-day install run as a single job all work without a new record type.

Two things make flooring its own setup. The quote and the order both depend on a room-by-room measurement, and the customer's choices — species, grade, finish, plank width, tile or carpet style — are structured selections, not free text.

FieldCamp models both as customization on top of the core, nothing more.

What the core already gives you

Most of a flooring workflow is already wired into the standard records. Keep them as they ship and add the flooring layer on top.

Requests capture the first call or web booking and convert straight to a quote, a work order, or a bill.
Estimates & Invoices carry the quote and the bill. Flooring estimates are usually multi-option — a single Good / Better / Best quote where the customer picks the material tier on the spot — with a deposit and payment terms.
Jobs are the work order. A one-room install is a single job; a whole-home install or a refinish that runs over several days is a multi-day job that creates one Visit per day and rolls completion back up.
The Price Book holds hardwood, tile, luxury vinyl, carpet, underlayment, adhesive, transitions, trowels, and finish coats with cost, price, unit, and vendor detail. They flow onto estimates, jobs, and invoices as line items.
Team Members and Service Areas cover installers, refinishing crews, routing, and territories.
On-site capture — a moisture-and-subfloor check, an acclimation note, a completion walkthrough, and the customer sign-off — is handled with job forms, not loose fields, with the submission stored on the Visit.

Tear-out, subfloor prep, baseboard, and the install labor itself are Price Book line items, not new records. The flooring setup adds only what the core genuinely cannot do well: the room takeoff and the material selection.

What flooring adds

On top of the core, the flooring setup introduces a Room Measurement custom object and a set of material-selection fields, both built on FieldCamp's customization engine and both attached to the Job they belong to.

Room Measurement — the takeoff worksheet

A Room Measurement is one room — a living room, a master bedroom, a hallway — with its own dimensions and its own material.

It sits under a Job, so every room on a job is its own line of the takeoff, and it is the reason flooring is its own setup rather than a single square-footage field.

Flooring is priced room by room.

A house is rarely one finish throughout — hardwood in the living areas, tile in the wet rooms, carpet in the bedrooms — so the takeoff has to hold a material and an area per room, not one number for the whole job.

Field	What it holds
Room name	A label for the room, such as "Living room" or "Master bed"
Room type	Bedroom, bathroom, kitchen, living, hallway, stairs, or closet
Length	The room length
Width	The room width
Square feet	Calculated from length times width
Material type	Hardwood, engineered, laminate, luxury vinyl, tile, or carpet
Selected product	Linked Price Book product for this room
Waste factor	The overage percentage, defaulting to 10%
Order quantity	Square feet plus the waste factor, calculated automatically
Existing floor	What is being removed — tear-out drives prep and disposal
Subfloor type	Concrete slab, plywood, or existing floor
Stairs / transitions	Counts for the trim and transition line items
Room photos	Site photos of the room

Square feet is a calculated field — FieldCamp multiplies length by width. Order quantity is calculated too, applying the waste factor on top, so the amount to buy updates as the measurement changes.

For an L-shaped or open-plan space, add one Room Measurement per rectangular section and let the squares roll up. Breaking an irregular room into rectangles is exactly how a flooring takeoff is done by hand.

A Room Measurement has no workflow of its own — it is a spec line, not a lifecycle record. Its page shows a header, the fields, a breadcrumb link back to the Job, the linked Price Book product, and a photo gallery.

Priced totals still flow through the estimate and invoice line items; the measurement is the takeoff worksheet, the estimate is the quote.

FieldCamp stores the room dimensions and computes square footage and order quantity from them.

It does not draw rooms on a floor plan or run a CAD-style takeoff from an imported drawing — enter the dimensions, or capture them on a measurement form, and the squares and order quantity follow.

Material selection — structured, not free text

The customer's material choice is a set of select fields, placed on the Room Measurement for per-room work and mirrored on the Job for a single dominant choice.

They are selections rather than notes so the same vocabulary drives the quote, the order, and the install instructions.

Selection	Choices
Material type	Hardwood, engineered, laminate, luxury vinyl, tile, or carpet
Species	Oak, maple, hickory, walnut, or other — for wood and engineered
Grade	Clear / select, natural, or character
Finish	Matte, satin, or gloss sheen; pre-finished or site-finished
Plank width	The board width, with five inches a common default
Color / style	The chosen color, pattern, or carpet style
Install method	Nail-down, glue-down, floating, or tongue-and-groove

Material type drives the rest: the wood selections show for hardwood and engineered, the install method narrows by material, and the chosen product links back to a Price Book item so cost and price come from the catalog.

Fields on the Job

A few custom fields on the core Job round out the setup without any new record.

Job type — install or refinish, which drives the install flow below.
Project type — residential or commercial.
Total square feet — the headline number for the whole job, rolled up from the rooms.
Refinish method — screen-and-recoat or full sand-and-refinish, shown only for refinish jobs.
Acclimation required — whether material has to sit on site before install.

The install flow

A flooring job runs as a short project inside one Job and its Visits — measure, select, order, prep, install, finish. The diagram below is the install path; a refinish job swaps the order-and-install steps for sanding and coating.

The same Job carries both kinds of work. The difference is the steps in the middle.

Install

Measure each room into a Room Measurement, capture the material selections, quote it, order the material, then schedule the install Visits. The moisture-and-subfloor check and the acclimation note are captured on a Visit form before the crew lays the first board.

Refinish

No order and no measurement-driven material — the floor is already there. The job runs a screen-and-recoat for surface wear, or a full sand-and-refinish (coarse to fine, then coat) for deeper damage, set by the refinish-method field.

Dust containment and cure-time notes ride on the Visit form.

Finish & sign-off

The Visit's finish step is signature-gated, so the crew captures the customer walkthrough and sign-off before the work is marked complete — the same built-in guardrail every trade uses.

Because the install runs inside the standard Job and Visit lifecycle, the project board, crew assignment, check-in and check-out, and the completion roll-up all come for free — no separate project object is needed for most flooring shops.

Residential vs commercial

The same records serve both. The difference is expressed through the project type, the customer type, and which on-site steps are required.

Residential

A homeowner is the decision-maker and the Customer is an individual, with a one-room or whole-home install over one to several days. Rooms vary by finish — hardwood in living areas, tile in baths, carpet in bedrooms — so several Room Measurements per job is the norm. Billing is a deposit up front and the balance on completion, with a customer signature at finish.

Commercial

The buyer is a property manager, builder, or general contractor, recorded as a business Customer with separate property and billing addresses. Jobs are large and often single-material — a floor of luxury vinyl tile or sheet goods across a suite — but moisture testing and subfloor prep are strict, and work is usually purchase-order driven with a punch-list handoff.

The on-site gate is where the two diverge most. The moisture-and-subfloor check before install can be a required form on commercial work and an optional one on a small residential job — one setting on the Visit's start-work step, the same model.

One model, every size. A single-truck installer refinishing one room and a commercial contractor laying a suite of vinyl tile use the same Request, Estimate, Job, Visit, and Invoice — plus the Room Measurement takeoff and the material selections where they earn their place.

A few things flooring tools sometimes advertise are not part of this model. FieldCamp does not run a CAD or floor-plan takeoff from an imported drawing — it stores room dimensions and computes the squares and order quantity from them.

It does not auto-generate a cut list or seam diagram from a room shape, and material lists are assembled from the catalog as line items, optionally aided by kits, rather than derived from a flooring-pattern rule.

Progress billing on a large commercial floor is handled as sequential invoices, not an automatic schedule of values.

Built on the customization engine

Everything above is the customization engine applied to flooring — nothing here is hard-coded.

You add the Room Measurement record type and its fields, put the material-selection fields on the Room Measurement and the Job, set the install gate on the Visit's start-work step, and arrange each page from building blocks.

The same tools build a setup for any trade; flooring is one configuration of them.

Jobs

The work order the room measurements and material selections attach to — line items, scheduling, and status from draft to paid.

Visits

The install and refinish appointments under a Job, where the moisture check is captured and sign-off is collected.

Estimates & Invoices

Good / Better / Best flooring quotes and the deposits and invoices that follow.

Price Book

Hardwood, tile, vinyl, carpet, underlayment, and finish with vendors and cost ladders behind every line item.

Coming from Measure Square

Many flooring shops estimate in a measurement-first tool — Measure Square for takeoff and bidding, or a flooring suite like RFMS — and run the rest of the business somewhere else.

The takeoff, the products, the bid, and the install all have a home in FieldCamp, on one record chain rather than two systems.

The difference is that in FieldCamp you own and shape the model, and the takeoff lives next to the schedule, the invoice, and the payment instead of in a separate estimating file.

In Measure Square	In FieldCamp	Notes
Client / customer	Customers	The party responsible for billing. FieldCamp keeps billing, service, and property addresses on one record.
Project / job	Jobs and Visits	The work order, with one Visit per install or refinish day under it.
Takeoff room / area	The Room Measurement object on this page — a custom object under the Job, one record per room	Dimensions in, square feet and order quantity out, with the selected material per room.
Product catalog with labor	Price Book	Hardwood, tile, vinyl, carpet, underlayment, adhesive, and install labor, with cost, price, unit, and vendor detail.
Bid / proposal	Estimates & Invoices	Multi-option Good / Better / Best quoting, with deposits and approval.
Work order	Jobs	The same Job carries the install or refinish through to completion.
Invoice / job costing	Estimates & Invoices	Invoicing, partial and full payments, and overdue tracking on the core.
Installer / crew	Team Members	Carry skills and territory; assigned to the install Visits.
Installation schedule	Visits	Dispatch, en-route, on-site, and the signature-gated finish step.

What you gain. The takeoff and the material selections stop being a separate estimating file and become records on the Job, so the room measurement, the quote, the schedule, the invoice, and the payment all read from the same place.

And because every record here is built on the custom objects & fields engine, the Room Measurement and its selections are yours to rename, extend, and restage, with your own stages & workflows on the install — match your old setup first, then go past it.

One honest difference. Measure Square is a measurement-first tool, and its strength is the drawing: it builds a floor plan, seam diagram, tile layout, and 3D model automatically from the room shape.

FieldCamp does not replicate that. It stores room dimensions and computes square footage and order quantity from them, the same takeoff gap noted above.

If a CAD-style drawing or a seam diagram from an imported plan is central to how you sell, keep that step in a measurement tool and bring the rooms, products, and bid into FieldCamp to run the job.