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Here's what's happening with your business today.
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Today's Overview
Recent Quotes
Open Estimates
Add Room
All the ways to add rooms live here — type them in below, or use Add Stairs, Speak (voice), or Sketch / Photo / PDF import.
Bulk Import
Paste room data as CSV: Name, Length, Width, Type (one per line) — dimensions in your chosen units
AI Floor Plan Import
Upload a photo, scan, hand-drawn sketch, or PDF floor plan. PlanIt Scan reads the room names and dimensions automatically.
Project Rooms — no rooms added
ℹ️ No rooms added yet. Use the form or load the example project.
Pricing by Flooring Type
🏗️ Commercial Mode
Margin per m²: £5.50
Markup: 29.7%
Carpet
Additional Charges
Fitting Supply
Subcontract Fitting
Customer pays the fitter directly — fitting stays out of your total, VAT and deposit
Accessories — added as quote line items when qty > 0
Respect Pile Direction
Enforce pile runs same direction for all carpet pieces
Allow Nesting of Small Rooms
Fit small rooms into waste/offcut areas where possible
Combine Compatible Cuts
Combine rooms with identical cut lengths on the same roll run
Minimise Seams
Prefer wider rolls to avoid joins, even at slightly higher material cost
Customer & Project Details
Customer name, contact, address and notes now live on the Customer Details page.
VAT Settings
Payment & Deposit Settings
Adds a “Pay Now” button to the quote. Tip: use a Stripe link with “Customer chooses amount” so it works for any deposit value, or create per-job links for fixed deposits.
Deposit request disabled.
Online payment setup loads once you're signed in…
Roll Width Comparison
ℹ️ Add rooms and click Calculate All Rooms.
Manual Overrides
Lock Pile Direction
Exclude Offcuts
Roll Length Display
📐
Calculate All Rooms
Add rooms on the Room Import page, then calculate all rooms to find the best roll width and cutting plan.
Issuing a Manual Quote? You can skip the detailed calculation and go straight to the Customer Quote.
✂️
Cutting Plan
Calculate all rooms first to generate the cutting plan.
📋
Fitter Cutting Sheet
Calculate all rooms first to generate the fitter sheet.
Customer Details
These details flow into the quote, PDF, customer email and CRM record.
Click + to add a second or third email address
Before & After Photos
Add photos of the job. They link to this quote and appear on the CRM job (pre-installation & completion) and — once approved for marketing — in the Marketing Library. Tick the box above to record the customer's consent. Use Open Site Survey for a full pre-measure survey.
✓ Saved
Your details save automatically as you type. ⚡ Quick Quote lets you issue an agreed single-price quotation from these details alone — no rooms or measurements required.
💷
Customer Quote
Calculate all rooms first to generate customer quantities.
— or issue an agreed price with no measurements —
ℹ️ No customers yet — click + New Customer to add one.
Flooring — Rolls, Remnants & Packs
Sundries & Accessories
Recent movements
🎨 White Label Branding
PlanIt Flooring
Roll Optimiser Module
Live preview — colours update instantly
Company Details
SOCIAL MEDIA
Company Logo
No logo uploaded
PNG or SVG recommended. Appears on quotes, fitter sheets, login screen, and all exports.
Brand Colours
Preset Themes
Hide Room Measurements on Quotes
The starting point for every new quote
On, the customer quote shows each room by name and price only — no dimensions,
no square metres, no per-m² rates. Off, the full breakdown is shown. Either way you can
flip it for a single job on the Customer Quote step, and your optimiser,
cutting plan, fitter sheet and profit check always keep the real figures.
Distributor / Franchise Mode
Lock settings and preload products for retailers
Profit Check
Final internal review before sending — the customer never sees this page.
Selling Price
£0.00
ex VAT
Estimated Cost
£0.00
materials + labour + extras
Gross Profit
£0.00
selling price − cost
Margin
0.0%
gross profit ÷ selling price
Gross Profit
£0.00
0.0%
Material Margin
£0.00
0.0%
Labour Margin
£0.00
0.0%
Quote Health Score
—
No data
Profitability Rating
Excellent
Margin > 35%
Acceptable
Margin 20–35%
Review
Margin < 20%
⬛
Run analysis
Job Summary
Total Floor Area—
Revenue per m²—
Cost per m²—
Profit per m²—
Est. Labour Days—
Est. Install Hours—
📈 Revenue Breakdown
Total Contract (inc VAT)—
📉 Cost Analysis
Total Costs—
Loading quote…
📄
Save / Print PDF
Generate the branded PDF quote to print or save to your device.
✉️
Email
Send the quote straight to the customer from your verified PlanIt address, PDF attached.
🟢
WhatsApp
Share a secure quote link with the customer over WhatsApp.
🌐
Customer Portal
Generate a self-contained customer portal page for this quote to accept and pay online.
💳
Deposit Request
Set up and request a deposit payment. Deposit options live in Products & Pricing.