FloorWizard Training Lesson: Contact Log Revision 082012-01

In the following lesson, you will learn to utilize FloorWizard’s “Contact Log”, which is an

essential tool that allows users to record job related communications with the customer, store

associate, or any other personnel. Once created, the contact record is stored within the project

on the FloorWizard database and can be quickly accessed by other members of your

organization from any computer with an internet connection. Lowe’s installation companies will

find this feature especially useful, as the contact records will be automatically included on the

FloorWizard generated “Detail Status Report” that is required by each store.

A contact record can be created to describe literally any job related communication or

event, but here is an example of a record that is frequently created by current FloorWizard

users:

EX. A customer has stopped by the store and expressed interest in several flooring

products. Your company’s policy is to contact the customer within 24 hours, or the

measurement is free. Per company policy, the estimator attempts to call the customer a

few hours after they leave the store, but no one answers, and the estimator leaves a

message that he will call again the following morning.

For most companies, this event is significant enough to warrant a “Contact Log” entry. So, let’s

use this example to discover how this essential tool can be utilized to retain this information for

future reference:

First, you will need to log on to FloorWizard from a computer that has an active connection to

the internet. From the “Home” screen, click the “Project Center” button.

You will then navigate to the following page. Highlight the correct project, then click the “OK”

button to load:

Next, the project you selected will be loaded, and you will be looking at the following screen. Click the

“Contact Log” tab to continue.

Now, you should see the “Contact Log” for your selected project. You may have noticed that the

“Contact Log” tab was colored red in the previous screenshot. That’s because a contact record had

already been added to this job. Clicking on a previously entered contact record will display the entry in

more detail as shown below:

To create a new contact record, click the “Add Record” button. You will then navigate to the screen

shown on the following page.

Create a New Contact Record

1. Use the “Contacted” pull down menu to indicate the role/title of

the person contacted.

2. Enter the contacted person’s name in the “Name” field.

3. Type in the details of the communication in the “Contact Details”

box.

4. Check the boxes to indicate the method used to contact the

person. If applicable, check more than one box.

5. Click the “Record” button to create the new record.

Note: Click the “Back” button at any time to return to the previous

screen.

Additional Capabilities

“Home” button – Navigates the user to the FloorWizard Home

Page.

“Floor Plan” button – Opens the drawing tool, where the user

can add rooms, draw & specify rooms, estimate, etc.

“Print Log” button – Prints a list of all existing contact log records

on the project.

“Print Project” button – Opens the “Document Center” where

the user can produce project print documents such as the floor

plan, cut sheet, invoice, etc.