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

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.

How to Create a Quote

This article will guide you through the process of creating a service template, adding it to quotes, and replacing products in the template. By the end of this tutorial, you'll…

How to Create a Service Template

How do I send a quote/invoice to multiple people? How do I send the quote/invoice to a specific person within the company?

How to Send a Quote to Multiple Recipients?

In this article, you'll learn how to correctly fill out the billing contact information in the "View Edit Details" section of a quote, enabling you to successfully email the quote…

Emailing a Quote tips and tricks

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)

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

This article will guide you through the process of creating a quote using a service template.

Creating a Quote Using a Service Template

Understanding the Round Up Feature

In this article, you'll learn how to use a template when building a quote and how to replace products within that template.

How to modify quote template products

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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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, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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