Floorzap

Floorzap Quick Start Training Sessions are live instructor led training sessions offered weekly. These sessions are 90 mins.

How do I sign up for Quick Start Training?

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.

Onboarding & Setup

New User Quick Start - Core Workflow #1

New User Quick Start - Core Workflow #2

New User Quick Start - Core Workflow #3

Get Started with Floorzap: Essential Tools for Success

Quick Start Training #1 - 2025 Edition

Mastering Work Orders, Materials, and Install in Floorzap

Quick Start Training #2 - 2025 Edition

Quick Start Training #3 - 2025 Edition

Quick Start Training #4 - 2025 Edition

Setting up the sync between Floorzap and QuickBooks Online

QuickBooks Online Integration Training & Setup

Quick Start Training Videos

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

Allocating Inventory to a Work Order

Scheduling a Job

Assigning a Contractor

Cash & Carry Process

Handling a Change Order

Core Workflows training content for new customers

5-Minute Workflows

How to export lists of customers, quotes, invoices, and other data from Floorzap as Excel or PDF files.

How to Export from Floorzap

You can customize the view of your Floorzap pages by following these steps to rearrange and save the columns.

How to Rearrange Columns

Clicking "Clear All" in the Floorzap notification bell permanently removes all notifications — they can't be recovered. Your underlying data still exists; here's where to find it.

Understanding the Reminders Bell: Why "Clear All" Is Permanent

Planning for your Floorzap - QBO Integration

Tips & Tricks

Create a custom design with text, images, and links

Privacy Policy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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