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From the FAB (the + button)
Bottom-right floating + on any screen. One-page form. Name, address (autocomplete), square footage, coating type. Price calculates as you type. Save.
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Garage Floor Marketing
A division of USDURALAST
The CRM and marketing stack built for floor coating contractors
Lead system guide
Every lead, from cold call
to signed contract.
The CRM is built around one workflow: a lead enters the pipeline, you send a bid, the customer signs, the job runs, you get a review. This guide walks each step and explains what the system does in the background.
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Ways to create a lead
3 taps
Lead to signed bid
5
Things fire on sign
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Manual follow-ups
Step 1 · Create the lead
Four ways to spawn a lead. Pick the fastest.
All four land in the same place: Pipeline → New stage. Use whichever fits the situation.
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Voice dictation from the truck
Tap the mic icon. Talk through the call ("Sarah Smith, 4023 Elm Street, 600 square feet, polyaspartic flake, dog and toddler"). Claude parses it and fills every field.
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Scan a business card at a trade show
Pipeline → Scan card → snap the photo. Contact, phone, email, company, title are saved. Confirm to create the lead.
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Inbound: phone, web form, social DM
Calls handled by the AI Phone Receptionist become leads automatically. Web form submissions from /funnels pages also create leads with the source tagged.
Take photos at the bid walkthrough.
On the lead detail, tap Add photos and snap before-condition shots. They attach to the lead, show up on the customer portal, and stay on the job record after install for your warranty file.
Step 2 · Price the bid
The CRM does the math. You handle the override.
Pricing is automatic the moment you enter square footage. Your defaults set the baseline. Coating presets override per material.
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Auto-price from defaults
Per-sqft rate × sqft. Plus stairs (per step), vertical surfaces (per linear foot), and repair line items. From Settings → Brand & defaults.
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Coating preset override
Pick "Polyaspartic Flake" and the per-sqft rate jumps to your polyaspartic price. Per-preset rates win over the default.
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Discount ($ or %)
Type $200 or 10% in the discount field. Bid total updates instantly. Reports treat the post-discount number as the real win.
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Custom line items
Need "Crack repair $300" or "Floor prep $150"? Add line. Description and amount. Stacked on the bid PDF.
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Cost & margin in real time
As you build the bid, the system tracks materials cost (from coating presets), labor cost (rate × estimated hours), and margin. Green when above your floor. Red when below, with a warning before you send.
Step 3 · Send it
One tap. Customer sees it in 5 seconds.
From the lead detail, tap Send proposal. The customer gets a text with a one-tap portal link. No login, no password, no email needed.
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SMS bid (default)
Your branded template plus the portal link. Sender shows as your business name.
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Email bid (optional)
Same template, more detail, full PDF attached. Goes from your sending domain so customers see your brand.
What the customer sees on the portal
- Your installer card: photo, name, phone, "text installer" button.
- Project summary: address, coating, sqft, total price.
- Color picker: their selected flake blend (or live custom-blend builder for custom orders).
- Before photos if you uploaded them, plus example after photos.
- Bid line items and total.
- Sign & agree button. Finger-paint signature on their phone. Date stamped.
- "What happens next" panel that updates the moment they sign.
No app to download. No password to remember.
The portal is just a web page tied to a one-time token. The link in their text is enough.
Step 4 · What happens when they sign
Five things fire automatically. You do zero.
The instant the customer taps I agree, the system runs the post-sign sequence. You'll see all five reflected on the lead detail timeline.
Lead flips to WON, Sale record created
Status change logged, revenue counts toward your monthly report immediately. Pipeline cleans itself up.
Customer confirmation email
"Thanks for signing! Here's what happens next…" with timeline (deposit, scheduling, install day, walkthrough). Branded to your business.
Deposit invoice via Stripe Connect
Deposit invoice generated and emailed. Customer pays from their phone, ACH or card, money lands in your bank directly.
Rep SMS notification
The rep that owns the lead gets a text: "Sarah Smith just signed your bid for $4,500." So they know to call her to schedule.
"What happens next" portal panel
The customer portal page they signed on now shows a green checkmark and a schedule. Reduces "did it go through?" calls.
Steps 5 & 6 · What runs in the background
Follow-ups, AI Closer, and the review request.
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Auto follow-up sequences
Customer didn't reply in 48 hours? SMS goes out. Still nothing in 5 days? Second email with the proposal. TCPA quiet hours respected. Settings → Workflows or leave defaults on.
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The AI Closer (your secret weapon)
Background AI watching every lead. Picks up signals: portal opened three times but no sign, asked about color in a text, mentioned a competitor's price. Drafts a personalized SMS or email play for you to approve with one tap.
Daily 7am digest: an email lands in your inbox every morning summarizing what plays the AI suggests today, ranked by lead value.
Daily 7am digest: an email lands in your inbox every morning summarizing what plays the AI suggests today, ranked by lead value.
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Review Magnet after install
Mark the job complete on the schedule and the system texts the customer an hour later asking how it went. 5-star ratings get a button straight to your Google Business Profile. 4 or below routes to your inbox first.
Power features
Stuff that lives behind the obvious buttons.
Most users discover these by month two and wonder how they lived without them.
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Flake catalog with favorites
317 colors. Filter by region. Heart your top 12 for one-tap selection on the new-lead form.
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Custom blend builder
Mix up to 12 flakes for a custom finish. Live preview canvas. The blend renders on the customer portal.
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Contract template
Upload your contract once. Every won lead auto-fills it. Customer signs on the portal.
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Photo-to-estimate AI
Customer sends a garage photo. Tap AI estimate. Claude pulls square footage and condition, drafts a bid.
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"My route today" map
Every scheduled job and lead on a map. Optimize your driving order. Tap any pin to open the lead.
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Change order requests
Customer can request a scope or color change from the portal after signing. You approve or reject. Pricing adjusts.
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Voice-recorded sales calls
Record yourself on a call. AI summarizes what went well, what to follow up on, sends you a coaching email.
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Service agreements
Sell annual maintenance plans. The system tracks renewal dates and texts the customer 30 days before renewal.
The full picture
One lead. Six minutes of your time.
Three minutes to create the lead and send the bid. Three minutes to schedule when they sign. The system handles every email, text, invoice, photo upload, review ask, follow-up, and report in between.
Built by floor coating operators, for floor coating operators.
Mobile-first. Sun-readable. Glove-friendly.
Garage Floor Marketing is a division of USDURALAST · Disabled Veteran Owned