Getting Started
New to Floorzap? Start here. Find your onboarding checklist, register for live Quick Start Training sessions, and get a quick tour of the dashboard and core app navigation.
Leads & Customers
Everything you need to manage your pipeline and customer base. Learn how to create and track leads, log interactions, add notes and samples, and manage full customer profiles.
Quotes & Estimating
Build accurate, professional quotes fast. Learn how to create and send quotes, work with measurements, use templates, bundle line items, and convert quotes to invoices.
Invoicing & Payments
Manage your invoices and collect payments from start to finish. Learn how to create, send, and track invoices, accept payments, process refunds, and manage your Floorzap Payments merchant account.
Jobs & Scheduling
Keep your installations running on time. Learn how to schedule jobs, manage contractor availability, and track work orders from material ordering through job completion.
Inventory & Products
Manage your product catalog and stock levels. Learn how to add and import inventory and non-inventory products, make adjustments, create purchase orders, and manage your warehouse.
Reporting & Job Costing
Understand how your business is performing. Explore financial reports including P&L, balance sheet, cash flow, job costing, tax reporting, and transaction history to make informed business decisions.
Integrations & Automation
Connect Floorzap to the tools you already use. Find setup guides and troubleshooting for QuickBooks, B2B suppliers, Measure Square, Google Calendar, Zapier, SMS, and email marketing.