Onboarding & Setup
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.
44 articles
- New User Quick Start - Core Workflow #1
- New User Quick Start - Core Workflow #2
- New User Quick Start - Core Workflow #3
- Admin User Quick Start - Session #1
- Admin User Quick Start - Session #2
- Admin User Quick Start - Session #3
- QuickBooks Online Integration Training & Setup
- Quick Start Training #1 - 2025 Edition
- Quick Start Training #2 - 2025 Edition
- Quick Start Training #3 - 2025 Edition
- Quick Start Training #4 - 2025 Edition
- Navigating Floorzap
- Creating a Lead & Converting to Customer
- Managing Tasks & Follow-ups
- Logging Measurements
- Building a Quote
- Sending & Presenting a Quote
- Work Order Creation & Management
- Scheduling a Job
- Assigning a Contractor
- Ordering Materials
- Submitting a Work Order Change Request
- Cash & Carry Process
- Handling a Change Order
- Adding Non-Inventory Products
- Freight Setup & Converting to Inventory
- Inventory Products & the Status System
- Warehouse Setup & Auto Allocation
- Ordering Material: Two Methods
- Creating & Receiving Inventory POs
- Warehouse Actions: Received to Picked Up
- Admin Processing a Change Order on the Work Order
- Allocating Inventory to a Work Order
- Paying Vendors and Contractors (AP)
- Paying Sales Reps and Referral Bonuses
- Handling Partial Payments
- Lead Board and Job Board
- User Permissions
- Setting Up Product QR Codes