New Customer Onboarding Checklist for Floor Installers

Determine if the lead wants hardwood, LVP, tile, or carpet to see if it fits your expertise and schedule.

Since you cannot answer the phone while using a nail gun or saw, use SkipCalls to handle inquiries and book site visits 24/7.

Ask if they have concrete or wood subfloors to anticipate whether you need self-leveler or plywood underlayment.

Clarify if the homeowner will move heavy items or if you need to build a $200-$500 moving fee into the quote.

Have the client text photos of the existing floor and transitions to identify potential red flags before you drive out.

Check the moisture levels in the subfloor and the new wood to prevent future warping or buckling complaints.

Measure for T-molding, reducers, and quarter-round so you don't have to stop the job later for a $20 part.

Explain how you use HEPA vacuums or plastic sheeting to manage the mess from sanding or tile cutting.

Get a 50% deposit upfront to cover the cost of the flooring materials before you load them into your truck.

Inform the client that pets must be secured away from power tools and wet adhesive zones.

Drop off hardwood or laminate 48 to 72 hours early so it can adjust to the home's humidity level.

Ensure you have access to working outlets for your saws and a water source for mixing thin-set or grout.

Remind the client to clear closets and small items so your crew can start laying planks immediately.

Ensure there is space for your work truck and trailer near the entry to minimize the distance you carry heavy boxes.

Walk the floor with the client to check for gaps, loose boards, or grout haze before you leave.

Give the client a guide on which cleaners to use and how long to wait before moving heavy furniture back.

Settle the remaining 50% balance immediately upon completion while the client is happiest with the result.

Send a link to your business profile to build social proof for future $5,000+ flooring projects.

Offer a quick follow-up to ensure the floor hasn't shifted during the seasonal change in humidity.