How Refloor reduced quote generation time by 40% and eliminated paperwork across 200+ sales representatives
Refloor, a Troy, Michigan-based flooring company operating across nine states, had grown to a point where its paper-based sales process became a structural barrier to expansion.
One Team US designed and built a purpose-built iPad sales application covering product selection, room measurement, proposal generation, digital contract execution, financing, and payment during the customer appointment.
"Their excellent communication keeps me in the loop at all times. They make me feel comfortable about my decision. I personally rate them on project quality and schedule. They did both: producing quality projects according to our specs and timeline."
Vince Renaud, CTO, Refloor, Troy, Michigan | Verified Clutch.co review, 4.8/5
Executive summary
Field representatives conducting in-home consultations depended on manual forms, handwritten calculations, and disconnected systems to build quotes. Much of that work happened after the appointment, not during it.
Every hour between a customer consultation and a delivered proposal created room for the customer to reconsider or contact a competitor. Every piece of paper introduced the possibility of error, duplication, or loss.
| Metric | Result | What it means |
|---|---|---|
| Quote generation time | 40% faster | Representatives generate full proposals during the customer appointment, not afterward. |
| Sales rep efficiency | 3x improvement | Automated workflows allow representatives to handle triple their previous appointment volume. |
| Post-visit admin calls | 60% reduction | Digital data capture during appointments eliminates most follow-up calls for missing information. |
| Sales documentation | 100% paperless | All paper forms, contracts, and manual documents were removed from the workflow. |
| Field sales team | 200+ reps | A standardized digital workflow deployed across all territories and experience levels. |
| Deployment reach | 9 states | Michigan, Ohio, South Carolina, Kentucky, Pennsylvania, Missouri, Tennessee, and North Carolina. |
| CRM data entry | Zero duplication | Manual re-entry was eliminated through direct ERP and CRM integration at the point of capture. |
Before and after
The business challenge
As Refloor expanded its geographic footprint, the limitations of a paper-based sales process compounded. What was manageable with a small team became unworkable at scale.
The core challenge was not simply administrative inefficiency. It was revenue risk. Delayed quotes gave customers time to reconsider or shop competitors.
Slow quote generation
Representatives collected information during appointments but completed quotes hours or days later, losing momentum at the moment of highest customer interest.
Manual pricing errors
Handwritten calculations introduced mistakes that damaged customer trust and eroded margins.
Duplicate data entry
Customer information entered in the field had to be re-keyed into CRM and ERP systems, creating inconsistency and data loss.
Lost or incomplete paperwork
There was no reliable audit trail for proposals, contracts, or customer interactions.
No in-home financing
Representatives could not initiate credit applications or collect payments during appointments.
Post-visit administrative calls
Representatives and office staff spent significant time after visits chasing missing information.
Limited management visibility
Leadership had no real-time view of field sales activity or pipeline health across expanding markets.
UI/UX highlights
The application keeps the original Refloor visual workflow intact: touch-optimized screens, visual product selection, room-by-room input, and a streamlined quote flow designed for in-home sales appointments.
How the solution was built
One Team US developed a custom iPad application engineered specifically for in-home flooring consultations. Development followed an Agile methodology with weekly stakeholder demos, iterative sprints, and UAT sessions involving 15+ field representatives before full deployment.
Core application capabilities
Technology stack and integrations
The application was built to work within Refloor's existing technology environment, not replace it.
Frontend
Swift for iOS, optimized for iPad
Backend
Python with PostgreSQL
Cloud hosting
Microsoft Azure
Mobile features
Offline access, auto-sync, PDF output, FCM push notifications
i360 CRM
Lead management and representative assignment
Salesforce
Executive dashboarding and pipeline reporting
Odoo ERP
Live product pricing and inventory management
Authorize.net
Credit card processing, including offline capture
Versatile Credit
Real-time financing eligibility pre-check
Hunter Finance
Consumer financing application workflows
Firebase Cloud Messaging
Push notifications to field devices
Outcomes in detail
Quote generation time reduced by 40%
Representatives now generate branded PDF proposals, capture customer signatures, and initiate next steps during the consultation itself. Delivering a complete quote while customer interest is highest reduces competitive pressure and improves close rates.
Sales rep efficiency improved 3x
Automating quote creation, data capture, and CRM synchronization freed representatives from administrative tasks. They can now handle triple the volume of appointments compared to the paper-based workflow without increasing headcount.
Post-visit admin calls reduced by 60%
The iPad application collects required information in a structured format during the visit, eliminating the need for most follow-up contact and improving the customer experience.
100% paperless sales operations
The implementation eliminated paper forms, manual contracts, and physical sales packets from the workflow, creating a complete and auditable record of sales activity.
Standardized operations across 200+ representatives in 9 states
The platform enforces a unified process regardless of territory, representative experience level, or local conditions, making onboarding easier as Refloor continues to expand.
Real-time CRM visibility and eliminated duplicate entry
The application synchronizes directly with i360 CRM and Salesforce, so data entered in the field is immediately available to office teams, operations, and leadership.
In-home financing and payment completion
Representatives can initiate financing through Versatile Credit and Hunter Finance, process credit cards through Authorize.net, and capture offline payments when connectivity is unavailable.
Frequently asked questions
How did Refloor reduce quote generation time by 40%?
The custom iPad app replaced manual quoting with a real-time digital workflow. Representatives select products, configure room measurements, and generate branded PDF proposals during the customer appointment, eliminating the need to complete quotes back at the office.
How many sales representatives use the platform, and where is it deployed?
More than 200 field representatives across nine states use the platform as their standard sales tool: Michigan, Ohio, South Carolina, Kentucky, Pennsylvania, Missouri, Tennessee, and North Carolina.
What specific problems did the application solve?
The platform eliminated paper forms, removed duplicate data entry, reduced post-visit administrative calls by 60%, improved CRM data accuracy, accelerated quote generation by 40%, and enabled in-home payment and financing completion during the customer appointment.
Does the application work without internet access?
Yes. Offline functionality allows representatives to collect customer information, build quotes, and capture payments without connectivity. Data synchronizes automatically to connected systems when connection is restored.
What systems does the app integrate with?
The application integrates with i360 CRM, Salesforce, Odoo ERP, Authorize.net, Versatile Credit, Hunter Finance, and Firebase Cloud Messaging.
How long did the project take, and what is the indicative cost?
Initial deployment was completed in eight months using Agile methodology, with UAT sessions involving 15+ representatives before full rollout. Projects of this scope typically fall in the $50,000 to $200,000 range, depending on integrations, platform complexity, and deployment scale.
Why this matters for home improvement businesses
For home improvement businesses operating with field sales teams, speed and accuracy at the point of customer contact have a direct impact on revenue, close rates, and operational capacity.
Refloor's transformation demonstrates what becomes possible when field sales operations are digitized with a purpose-built tool, not a generic CRM add-on. The outcome is a sales operation that scales predictably across expanding geographies, maintains consistency across hundreds of representatives, and gives leadership the visibility to make informed decisions in real time.
Ready to transform your field sales process?
One Team US designs, builds, and supports mobile applications, web platforms, Odoo ERP implementations, and AI/ML solutions for mid-market businesses in manufacturing, healthcare, home improvement, and field services.