Case Study
Agents Quote a Floor While They Are Still With the Customer
Agents open their own account, fill one form and the quote comes back while they are still with the customer.
What We Built
Floorwise supplies commercial and residential flooring in New Zealand. We replaced the way they had been working with one system that carries products, quotes, orders and delivery together, and the whole company works in it.
A quote is built by choosing products from the catalogue and entering the details of the job. The system prices it, works out the delivery cost alongside it and turns the accepted quote into an order. Agents open their own account and quote from wherever they are. The work ran 180 business days, counted from the signed scope document.
- Project Duration
- 180 Business Days
Where It Started
A Flooring Price Depends on More Than Area
Product, wastage, substrate and fitting all move the number. Every quote is a small calculation rather than a figure looked up in a list, which is what makes quoting flooring slower than quoting most things.
Agents Work Where the Customer Is
The conversation happens in a showroom or on a site, not at a desk. Anything an agent needs in order to answer has to reach them there, and it has to reach them while the customer is still in the room.
Customers Compare While They Are Deciding
Somebody pricing a floor is usually pricing it in more than one place. The quote that arrives first and reads clearly is the one the conversation carries on from.
Pricing Rules Build Up Inside a Business
Years of decisions become rules, and those rules are usually carried by the people who made them rather than written down anywhere. Getting them stated in full is the real work in a project like this.
How We Approached It
A Quote Is Built From the Product Catalogue
The agent picks the products the job needs and enters the details that change the price. The quote is assembled from the catalogue rather than typed from memory, so what the customer is quoted is what the business actually sells.
Delivery Is Costed With the Quote
Getting flooring to a site is part of the price and it was worked out separately. The system calculates it alongside the quote, so the figure the customer sees is the figure they pay.
Agents Open Their Own Accounts
Rather than the office issuing logins one at a time, agents register themselves and start working. The office keeps control over who is approved, not over who gets typed into a list.
An Accepted Quote Becomes an Order
The quote carries straight through to the order, so nothing is entered twice and the order says what the customer agreed to.
How the Work Ran
- 1
We Start From How Pricing Works Today
However a business prices now, that is the clearest description of how it really works, exceptions included. We read it before designing anything.
- 2
The Rules Get Written Down
Most of the work is getting pricing rules out of people and stated in full, because a business that has always known them has never had to say them.
- 3
The Form Follows the Job
The questions are ordered the way somebody standing in a room would answer them, so a quote is not sent back for a missing measurement.
- 4
Agents Are Approved, Not Typed In
Agents register themselves and the office approves. Who sees what is decided in the scope rather than after launch.
- 5
The Date Came Out of the Scope
A hundred and eighty business days, counted from the signed document rather than promised before anyone had looked at the pricing rules.
- 6
Handover Decides Who Changes Prices
Prices change. Who is allowed to change them, and where, is settled at handover rather than discovered the first time they need to.
What Changed
Agents Quote in Front of the Customer
An agent opens the form where they are, picks the products and gets the figure back in the same conversation. A second option costs another minute rather than another day.
The Whole Company Works in One Place
Products, quotes, orders and delivery sit in the same system, so the people who sell and the people who ship are looking at the same job rather than at two accounts of it.
Delivery Is Priced With Everything Else
The cost of getting the floor to the site is part of the quote from the start, which is the part of a flooring price that most often gets settled late.
New Agents Start Without Learning the Price List
An agent registers, gets approved and begins quoting. The rules come with the system rather than with the training.
Everything above describes what the system does. We do not publish figures about a client's business unless the client has agreed them.
Frequently Asked Questions
Can agents or dealers have their own logins?
Yes, and that is how this one works. Agents register themselves and the office decides who is approved. Who sees what, and who is allowed to approve, is part of the scope rather than something settled afterwards.
Our pricing rules are complicated. Can they be built in?
Usually, yes. The work is less about the arithmetic and more about getting the rules out of people and written down, because most businesses have never had to state them in full. That conversation is part of the scope document.
What happens to the spreadsheet we use now?
It is where we start. A spreadsheet that a business has run on for years is the clearest description of how that business actually prices, including the exceptions, so we read it before designing anything.
Do you work with companies abroad?
Yes, a large part of our work is international. Floorwise is in New Zealand. Calls, documents and the comments inside the code are in English, and where there is a time difference we agree the overlapping hours at the start.
Can it connect to the systems we already run?
That depends on what those systems let in. We check what is possible before quoting rather than after, because an integration that turns out to be closed changes the scope and the price.
How long does a project like this take?
The scope document gives you a date, and it is written after we have seen what the work actually involves rather than before. What moves that date is usually not the building. It is how quickly content, logins and approvals come back from your side, so we agree who is responsible for what at the start.
How much does a project cost?
There is no price list, because the scope decides it. How many screens there are, who logs in, which other systems it has to talk to and who maintains the content all move the number. After the first call and the technical review you get a document with the price and the timeline in it, and you read that before anything is signed.
Who owns the code?
The source code is yours. Ownership of the software transfers to you under the terms of the contract once development is complete and payment has been made in full. Those terms, and the confidentiality clauses, are in the contract signed before development begins.
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Tell us how a price gets worked out in your business today. We read that first and tell you what can be moved into software and what cannot, before anybody talks about a price.
On this project we worked on Custom Software Development, Wholesale Management Software, CRM and ERP Development Services.
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