--- title: "Flooring Procurement and Installation Handoff Workflows" description: "Connect approved finishes, purchased material and site release without losing phase-level decisions." canonical: https://www.stacksync.com/use-case/flooring-procurement-installation-handoffs last_modified: 2026-09-21 --- Commercial flooring and interior installation # Flooring Procurement and Installation Handoff Workflows > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md ![Commercial flooring and interior installation systems connected through Stacksync two-way sync: HubSpot, NetSuite, Supabase, Salesforce, Acumatica](https://www.stacksync.com/images/industry-heroes/icp-commercial-flooring-interiors-800.webp) Coordinate the handoffs from approved finish selection to purchasing and from delivered material to installation release. The workflow preserves units, takeoff revisions, usable quantities and site evidence, then routes each decision to estimating, procurement, logistics or project management. Materials can be ordered before scope is settled, while crews are scheduled before the correct phase is released. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. When this fits ## Built for this operating problem US flooring and interior contractors with 100–1,000 employees that supply materials and install commercial projects. ### Prepare a complete purchase requirement Carry approved finish, phase, converted quantity and unresolved accessories into procurement review. ### Make site release specific Record the area, permitted work and current evidence from the responsible field or project owner. ### Keep blockers actionable Assign damaged material, missing access and unfinished predecessor work to different owners with the affected phase attached. The process, end to end ## Follow the work across systems a contractor has materials for three floors but only one area is released for installation. The workflow separates phase decisions so purchasing, staging and scheduling do not interpret project-level delivered as permission to start everywhere. [NetSuite connector](https://www.stacksync.com/connectors/netsuite) Scope your implementation ## Bring these details to the demo - Finish and takeoff approval process - Material and staging records - Site-release requirements - Scheduling and procurement authorities Review [current platform pricing](https://www.stacksync.com/pricing) alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. From foundation to action ## One connected operating process 01 ### [Two-way sync](https://www.stacksync.com/two-way-sync) Keep shared customer, order, and operational records aligned, with clear field ownership. Explore two-way sync 02 ### [Workflows](https://www.stacksync.com/workflow-automation) Move approved work between systems, assign exceptions, and confirm the result. Explore workflows 03 ### [AI agents (Genies)](https://www.stacksync.com/ai-agents) Investigate cross-system questions, assemble the evidence, and prepare the next action. Explore ai agents (genies) 04 ### [EDI](https://www.stacksync.com/edi) Connect trading-partner documents to operational records and exception handling. Explore edi Go deeper ## Implementation guides for your team - [Approved Finish Schedule to Material Purchase: Automate Commercial Flooring Procurement Handoffs](https://www.stacksync.com/blog/approved-finish-schedule-to-material-purchase-automate-commercial-flooring-procurement-handoffs) Route approved flooring finishes and takeoff revisions into purchasing with explicit units, quantities and substitution rules. - [Flooring Delivery to Installation: Coordinate Site Release, Staged Materials, and Crew Tasks](https://www.stacksync.com/blog/flooring-delivery-to-installation-coordinate-site-release-staged-materials-and-crew-tasks) Coordinate flooring installation release using material condition, phase staging and explicit site-readiness evidence. [Explore all commercial flooring and interior installation integration and automation guides ↗](https://www.stacksync.com/industry/construction/commercial-flooring-interiors) ## Common evaluation questions ### Can the workflow assess substrate conditions? It coordinates the evidence. Qualified people retain the technical assessment and installation-release decision. ### Can one phase proceed while another waits? Yes, if the operating plan and approval rules allow it; model each phase explicitly. ### What does success look like? Fewer releases based on missing material or stale site evidence, measured against your own comparable projects. ### Do we need two-way sync before these handoff workflows, and what follows them? Only if your approved finish revisions and staging records live outside NetSuite; two-way sync then aligns them first. When NetSuite already holds the purchase requirement, staging record and site-release evidence, start with workflows: the finish-to-purchase and delivery-to-installation handoffs described on this page. Add Genies when a phase reports a shortfall and someone needs the takeoff, deliveries and usable stock compared before procurement acts. EDI comes after that, carrying supplier order, shipment and invoice documents into the same NetSuite purchase lines.