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DESIGN / 02
Interactive prototype
Product specification
Brand guidelines
Sprint backlog
UX & BRAND SYSTEM
00
Brand kit
01
Work overview
02
Proposal editor
03
Project Manager review
04
Revision reconciliation
05
Administrator permissions
06
Client proposal
07
Mobile review
08
Project record
Workflow reference
Jobber quote workflow ↗
Original Floorwise identity.
PM review + technical admin.
EDITABLE SVG CONCEPT
←
→
Open SVG ↗
Brand kit
floorwise
MEASURE. PRICE. REVIEW. ISSUE.
IDENTITY / 02
VOLT
#B6FF3B
CARBON
#161B18
CHALK
#FFFFFF
SUBFLOOR
#F2F4F0
Type built for work
Arial / Helvetica · tabular values use Consolas
Proposal EST-001
400 ft² / 440 ft² ordered
Owner: Jamie Davis · Reviewer: Morgan Ellis
Plain labels. Short actions. Visible responsibility.
Action & status language
Neon marks the primary action. Status always has a text label.
Return revisions
View proposal
Sign off v3
In review
Changes requested
Signed off
Rejected
Sign-off is disabled while changes or file reviews are open.
The plank mark
Three staggered boards. A compact identifier for tools and documents.
Use at 24px and above.
Keep one board-width clear.
Surface rules
A trade-specific identity carried by structure, not decoration.
4–7px corners · 1px borders · 8px spacing base
No gradients, glow effects, floating blobs or promotional hero copy.
Neon uses dark text. Dense tables stay white and easy to scan.
Work overview
floorwise
FLOORING OPERATIONS
+ Create proposal
Overview
Clients
Projects
Proposals
Review queue
4
Materials & labour
OAK & CO. FLOORING
JD
Proposal manager
Assigned access
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Overview
Saturday, 24 October · Your assigned projects
View review queue
DRAFTS
05
Continue a proposal
INTERNAL REVIEW
04
2 returned with changes
READY TO ISSUE
03
PM sign-off complete
CLIENT RESPONSE
06
Issued proposals
Needs action
The next step, its owner and the current revision in one place.
Assigned to me
PROJECT / CLIENT
PROPOSAL
INTERNAL REVIEW
CLIENT STATUS
NEXT ACTION
Riverside / Alex Morgan
EST-001 · v3
PM review due
Not issued
Open review →
Hillcrest / Casey Lee
EST-002 · v2
Changes requested
Not issued
Resolve 2 changes →
Parkside / Jordan Reed
EST-003 · v1
Signed off
Not issued
Preview & issue →
Westlake / Sam Patel
EST-004 · v1
Not submitted
Not issued
Continue draft →
Elm Street / Robin Lane
EST-005 · v2
Signed off
Awaiting response
View proposal →
Recent activity
Saturday, 24 October
14:20
Morgan returned 2 changes on Hillcrest v2.
13:48
Jamie submitted Riverside v3 for PM review.
Assigned reviewer
Morgan Ellis · Project Manager
4 proposals awaiting review
Open review queue
Proposal editor
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FLOORING OPERATIONS
+ Create proposal
Overview
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Review queue
4
Materials & labour
OAK & CO. FLOORING
JD
Proposal manager
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Work / Riverside renovation
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Proposal EST-001
Riverside renovation · Alex Morgan · Owner: Jamie Davis
Save draft
Submit for review
Draft · v3
Line items
Measurements
Files (2)
Activity
Client & property
Alex Morgan
124 Riverside Drive, Austin, TX
400 ft² installed
440 ft² ordered · 10% waste
Materials & labour
Authorised internal cost view · catalog rates copied into this draft
+ Add item
ITEM / DESCRIPTION
QUANTITY
UNIT COST
LINE COST
Oak LVP · material
440 ft²
$3.85
$1,694.00
Installation labour
400 ft²
$2.75
$1,100.00
Removal & disposal
400 ft²
$1.25
$500.00
Underlayment / prep
400 ft²
$0.75
$300.00
Trim & transitions
1 allowance
$250.00
$250.00
+ Add material + Add labour + Add allowance
Pricing summary
Private · excluded from client output
Direct cost
$3,844.00
Markup · 25%
$961.00
Subtotal
$4,805.00
Material tax · 8.25%
$174.69
PROPOSAL TOTAL
$4,979.69
Estimated margin · 20%
Required sign-off
Morgan Ellis · Project Manager
Client status: not issued
Preview client view
Internal note
Check subfloor condition against site survey before submitting. Notes stay with the project.
Project Manager review
floorwise
FLOORING OPERATIONS
Assigned workspace
My projects
Review queue
4
Files & measurements
OAK & CO. FLOORING
ME
Project manager
Assigned access
Work / Riverside renovation
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Review EST-001 · v3
Riverside renovation · Submitted by Jamie Davis · Assigned to Morgan Ellis
In review
Proposal
Files (2)
Activity
Material & labour review
Submitted values stay read-only. Changes are returned to the proposal owner.
ELEMENT
SUBMITTED
REVIEW DRAFT
Oak LVP material
440 ft²
Rate change proposed
Installation labour
400 ft²
Rate change proposed
Preparation scope
Standard prep
Comment added
Floor measurements
400 ft² installed
No changes
2 proposed changes · Return to Jamie Davis
Required file reviews
Decisions apply to the file versions below.
Site survey.pdf
v2
Signed off
Floor layout.pdf
v1
Review required
Review decision
Reviewer: Morgan Ellis
RETURN REVISIONS TO
Jamie Davis · Proposal owner
Comment
Please check the revised rates and
confirm the kitchen prep allowance.
Attached to proposal v3
Return 2 proposed revisions
Sign off v3
2 open changes + 1 file review remaining.
Reject / decline v3
A rejection reason is required.
Client status
Not issued
YOUR ACCESS
Assigned projects · comment · propose material/labour changes · review sign-offs. No proposal issuance or global settings.
Revision reconciliation
floorwise
FLOORING OPERATIONS
+ Create proposal
Overview
Clients
Projects
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Review queue
4
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OAK & CO. FLOORING
JD
Proposal manager
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Work / Riverside renovation
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Resolve review changes
EST-001 · v3 → new draft v4 · Proposal owner: Jamie Davis
Create draft v4
Changes requested
Returned by Morgan Ellis · 24 Oct, 14:20
Review each proposed change
Accept into the new draft or decline with a reason. Previous versions remain available.
ELEMENT
SUBMITTED v3
PM REQUEST
YOUR RESPONSE
Material rate · Oak LVP
$3.85 / ft²
$4.10 / ft²
✓ Accept / Decline
Installation labour
$2.75 / ft²
$3.00 / ft²
✓ Accept / Decline
Preparation scope
Standard preparation
Confirm allowance
Reply required
2 changes selected for draft v4 · One scope clarification to respond to
Response to Morgan
Explain what changed and address the preparation question.
Rates accepted. The $300 allowance covers standard preparation.
Major levelling remains excluded pending site inspection.
Next: create draft v4, verify totals, then resubmit to Morgan.
Price impact
Based on both selected changes
Current proposal
$4,979.69
Revised proposal
$5,253.54
Change including tax
+$273.85
v3 remains unchanged. Draft v4 must receive a new Project Manager sign-off before it can be issued.
Administrator permissions
floorwise
FLOORING OPERATIONS
Assigned workspace
Users & roles
Review rules
Integrations
Audit log
Configuration
OAK & CO. FLOORING
AD
Administrator
Technical access
System / Configuration
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Configuration
Technical administration · Role and workflow settings
Save configuration
Users & roles
Review rules
Integrations
Audit log
Project Manager role
Scope: assigned projects only · 4 capabilities enabled
Read project scope, files and proposal prices
✓
Comment and return material / labour changes
✓
Sign off assigned proposal and file versions
✓
Reject assigned review with a reason
✓
View internal supplier costs and profitability
Issue proposals or change global pricing
Internal financial visibility is pending business confirmation.
Technical Administrator
Permission boundary
Users & access
Invite, deactivate and assign roles
System configuration
Review routing, templates, integrations
Audit & support
Inspect authorised technical events
Business authority is separate.
No automatic pricing approval,
PM sign-off or client issuance.
Permission changes are audited.
Review rules
Applies to new submissions; earlier versions retain their audit history.
RULE
VALUE
BEHAVIOUR
Required reviewer
Assigned Project Manager
All required reviews must be complete
Rejection reason
Required
Return to original proposal owner
Scope, price or file change
New revision
Invalidate affected sign-offs
Client proposal
CLIENT PREVIEW
EST-001 · v3 · Internal sign-off complete
Back to project
Export PDF
OAK & CO.
FLOORING
PROPOSAL
EST-001 / v3
Riverside renovation
Prepared for Alex Morgan
124 Riverside Drive, Austin, TX
Scope of work
Supply and install oak luxury vinyl plank across 400 ft².
Includes removal, disposal, standard floor preparation, trim and transitions.
Material order: 440 ft² including 10% waste. Reviewed floor layout included.
TOTAL INCLUDING TAX
$4,979.69
Material tax: $174.69
Terms & exclusions
Example terms: 30% deposit; balance on completion.
Valid for 30 days from issue. Installation dates to be agreed.
Concealed damage and major levelling require a separate assessment.
Questions about this proposal?
Contact your Oak & Co. proposal manager before work is scheduled.
floorwise
Mobile review
Review on site
Project Manager · mobile journey
01 / 02 / 03
floorwise
PM
Your reviews
4 assigned · 2 due today
floorwise
PM
Propose a change
EST-001 · v3 · Installation labour
floorwise
PM
Return revisions
EST-001 · v3 · 2 proposed changes
Riverside renovation
Alex Morgan · Owner: Jamie Davis
Review due
Open review
Hillcrest apartment
Casey Lee · Owner: Taylor Chen
Changes requested
Assigned projects only
SUBMITTED QUANTITY
400 ft²
PROPOSED SCOPE
Include diagonal layout installation
REASON
Floor layout requires diagonal cuts
and additional installation work.
Scope changes go to Jamie for pricing.
Add proposed change
TO
Jamie Davis
Original proposal manager
2 changes on proposal v3
Material specification and labour scope
COMMENT
Please review the requested changes.
Your changes become an owner task.
The submitted proposal stays on file.
Return revisions to Jamie
Project record
floorwise
FLOORING OPERATIONS
+ Create proposal
Overview
Clients
Projects
Proposals
Review queue
4
Materials & labour
OAK & CO. FLOORING
JD
Proposal manager
Assigned access
Work / Riverside renovation
Search clients, projects, proposals…
Help
Demo
Riverside renovation
Project PRJ-001 · Residential flooring · Alex Morgan
Open proposal
Overview
Proposals (3)
Files (2)
Activity
Client & site
Alex Morgan
124 Riverside Drive, Austin, TX
400 ft²
Living room + bedroom
Current proposal
EST-001 · v3 · Created by Jamie Davis
Internal: in review
Client: not issued
$4,979.69
Includes material tax
View review
Issue is blocked until all required Project Manager sign-offs are complete.
Files & measurements
Versioned documents attached to this proposal
DOCUMENT
VERSION
REVIEW STATUS
Site survey.pdf
v2
Signed off by Morgan
Floor layout.pdf
v1
Review required
Project team
PROPOSAL OWNER
Jamie Davis
PROJECT MANAGER
Morgan Ellis
Access: assigned project members
Activity
Proposal and file history
24 OCT · 14:20
2 changes drafted
Morgan · proposal v3
24 OCT · 13:48
Submitted for review
Jamie · proposal v3
23 OCT · 16:05
Site survey signed off
Morgan · file v2
DESIGN NOTE