What is Service Buddy?

Service Buddy is the operating system for flooring stores. It runs your clients, quotes, jobs, invoices, payments, inventory, and purchase orders in one place — built specifically for retailers who sell carpet, hardwood, LVP, laminate, tile, vinyl, and area rugs. From the first measure to the final paid invoice, everything stays connected.

Who it’s for

Service Buddy is built for flooring stores, retailers, and showrooms that:

Sell and stock flooring of any kind — rolls of carpet, boxes of hardwood/LVP/laminate, cartons of tile, padding, underlayment, trim, remnants, and stair runners.
Send measurers and installers to homes, commercial sites, and new construction.
Quote work — material, labor, padding/underlayment, trim, freight — before doing it.
Invoice and collect payment without juggling separate tools.
Place purchase orders with mills, distributors, and suppliers.
Have installers, measurers, sales staff, and office team who each need different levels of access.

If your business runs from a showroom but lives in clients’ homes and on job sites, Service Buddy was built for you.

What you can do

Here are the main things you’ll use Service Buddy for day to day.

Manage clients and leads

Keep every prospect and client in one searchable place — homeowners, builders, general contractors, property managers, interior designers, and commercial accounts. Track contact details, install addresses, room measurements, job history, notes, and linked work. Convert leads into clients with one click once they’re ready to book a measure or place an order.

Schedule and run jobs

Create a job with a scope of work — measure, install, repair, bind, deliver — assign it to one or more installers or measurers, drop it on the team calendar, and track activity from arrival to completion. Crews can add notes, before/after photos, and time on site directly from a phone or tablet.

Send quotes and invoices

Build quotes from your Products (carpet by the square yard, hardwood and LVP by the square foot or carton, tile by the box, padding, underlayment, trim) and Services (install labor, stair labor, binding, measure fees, freight). Each line item on a quote is either a Product or a Service. Once the client approves, convert the quote to a job — and then to an invoice — in one click. Service Buddy supports card payments and ACH through BuddyPay, plus manual payment tracking, so you can get paid faster.

Track inventory and vendors

Manage rolls, boxes, cartons, remnants, padding, underlayment, and trim across the showroom and warehouse. Create purchase orders with mills and distributors, see what’s on the floor versus what’s been pulled for an upcoming install, and keep supplier contacts organized.

Manage your team

Add employees, assign an access level (Admin Staff, Office Staff, Sales Staff, Field Worker Staff, Installer, Accounting Staff, or Marketing Staff), and control what each person can see and do. Optional commission tracking lets you pay out on sold jobs and completed installs.

Use BuddyAI

Built-in AI helps you draft client messages, summarize jobs, and answer client questions from your own knowledge base — without leaving Service Buddy.

How Service Buddy fits together

Everything in Service Buddy is connected:

A lead becomes a client.
A client gets a quote — usually after a measure.
An approved quote turns into a job — the measure, the install, the repair, the binding.
A completed job generates an invoice.
Paid invoices feed your reports and commissions.
Material pulled for the job draws down your inventory — rolls, boxes, cartons, remnants, and trim.
Material you need to order generates a purchase order to your mill or distributor.

You don’t have to set it all up at once. Most retailers start with clients and jobs, then layer in quotes, invoicing, inventory, and purchase orders over the first few weeks.

FAQ

Is Service Buddy only for carpet retailers?

No. Service Buddy is built for any flooring retailer — carpet, hardwood, LVP, laminate, tile, vinyl, area rugs, or a mix. Inventory handles soft goods (rolls, remnants, padding) and hard goods (boxed, cartoned, palletized) equally well, and the quoting, scheduling, and purchase order workflow is the same across product types.

How is Service Buddy different from generic field-service software?

Most field-service platforms are built for trades that send technicians out for diagnostic work — HVAC, plumbing, electrical. Service Buddy is built for retailers who sell materials and manage installs, so it centers on quotes with materials, purchase orders to mills and distributors, multi-unit inventory (rolls, boxes, cartons, remnants), and commission on sold goods — not service tickets.

Does Service Buddy support multiple stores or showrooms?

Yes. Multi-location is built in: you can scope employees, jobs, invoices, purchase orders, and reports per store. See Assign employees and jobs to locations.

Does Service Buddy work outside the US?

Yes. The platform works anywhere. For online payments, BuddyPay routes US merchants through Rainforest and international merchants (Canada, UK, and elsewhere) through Stripe — both fully integrated, so the experience is the same.

Can the install crew use Service Buddy in the field?

Yes — Service Buddy runs in any browser, including phones and tablets. Installers and measurers see only the jobs assigned to them, can add notes and photos on site, and can collect payment if their access level allows it.

Who at the store actually uses Service Buddy?

Owners, salespeople, office and back-office staff, measurers, and install crews all use the same platform — each with the access level that fits their role. A salesperson sees the clients and quotes they’re working on; an installer sees the jobs assigned to them; an owner sees everything plus reports and commissions.