Learning & Training Resources

This is the spot for new companies and new users to get started using Floorzap.

• How do I sign up for Quick Start Training? 

Product Updates

Don't miss out on ongoing training! Keep yourself updated with release notes.

• 5.1.1 Release Notes
• 5.1 Release Notes

Floorzap Payments

Bill and collect payments of every kind-from credit cards to ACH-all in Floorzap.

B2B Integration

Integrate your fcB2B account and import this information into Floorzap.

• B2B Setup Guide
• How to Import your B2B Products

Dashboard

Get the information and reports you need to manage your business.

• How to understand the Floorzap Dashboard

Quotes

• How to Send a Quote to Multiple Recipients?
• How to Create a Quote
• Sending a Quote to a Customer to be Converted

Invoices/Contracts

• How to Sort Columns in the Invoices Section
• Navigating the Invoices Menu
• How to Add a Line Item on an Invoice

Work Orders

• How do I keep my Work Order filter from Changing
• How to Complete a Work Order
• Why Can't I Find my Work Order

Leads

• Guide to Managing Leads

Customers

• How do I add Multiple Contacts to a Customer Profile?
• Understanding the Customer's Tab
• How to add a new customer

Settings

Customize the backbone of your Floorzap account.

Order Material