Floorzap

If the location field on your invoice or work order is grayed out, this is expected behavior. Learn why it's locked and how to correct it.

Why the Invoice Location Field Is Locked in Floorzap

California carpet retailers can track the CARE assessment in Floorzap as an expense line item, either added manually or built into a carpet service template.

How to Track the CARE Assessment for California Carpet Sales

Create a quote in Floorzap: set up the customer and job details, add services, materials, and labor, then save and review the quote before you send it.

How to Create a Quote

Send a quote to your customer, handle their approval or revision request, and convert an approved quote to an invoice.

How to Send a Quote & Convert to an Invoice

In this article, you'll learn how to create and send a quote in Floorzap.

Build a service template with labor, materials, and services, then import it into a quote and replace placeholder products. Template prices are static and don't update when vendor pricing changes.

How to Create a Service Template and Add It to a Quote

Send a quote or invoice to more than one contact at a customer, fix the "missing email address" error, and CC multiple email addresses on a custom email.

How to Send a Quote, Invoice, or Email to Multiple Recipients

In this article, you'll learn two different methods to duplicate a quote.

How to duplicate a quote?

If line items on your quote are locked and you can't edit pricing or quantities, an applied discount is the cause. Here's what gets locked and how to fix it.

Why Can't I Edit Line Items on My Quote? (Discount Applied)

In this article, you'll learn how to set up down payment amounts for your customers using the contact type feature.

Down payment setup

Turn on Show Out Of Stock Inventory Products so you can add products with no stock on hand to quotes and invoices, and learn why an inventory product might be…

How to Show Out-of-Stock Products on Quotes and Invoices

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.

Quotes & Estimates

Understanding the Round Up Feature

Quote Templates

In this article, you'll learn the distinction between bundling and grouping, and how to effectively use these features.

Bundling vs Grouping

In this tutorial, you'll learn how to group items effectively, making your quotes easier for customers to understand.

How to use the Grouping Feature

In this article, you'll learn how to bundle line items in a quote.

How to Bundle Line Items in a Quote

Understanding Bundling & Grouping in Floorzap

Bundling & Grouping

Wastage percentage accounts for unavoidable material loss during installation. Learn how to set it up and when it applies to your quotes.

How Does Wastage Percentage Work in Floorzap?

Creating an In-Store Measurement in the Floorzap

How to do an in store measurement

Import room measurements from Measure Square directly into a customer's profile in Floorzap to use on a quote.

Importing Measurements from Measure Square

Learn how to quickly update the square footage of a measurement or area in Floorzap.

How to Edit Square Footage in a Measurement

Why you should use a short, generic product list in Measure Square and keep your real SKUs in Floorzap — plus recommended naming conventions and how to handle pattern match…

Measure Square + Floorzap: How to Set Up Your Product List

Connect your Measure Square (M2) account to Floorzap, sync your products, and import room measurements into your quotes.

Measure Square Setup Instructions

How to use MeasureMobile's PDF export to build quotes and work orders in Floorzap, plus how it compares to Measure Square.

Using MeasureMobile with Floorzap

Measurements

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