Floorzap

How To: Reschedule a job from the install schedule

How to Control Appointment Visibility in the Contractor Schedule

Contractor Schedule visibility

Step-by-step instructions on how to block out an installer's availability in Floorzap, ensuring accurate scheduling and resource management.

How do I Block Out an Installer's Availability?

How to use the Schedule List in Floorzap, and how it can be used to streamline your installation scheduling workflow

How to use the Schedule List

Step-by-step guide on scheduling a new installation in Floorzap, including selecting dates, assigning contractors, and managing installation details.

How to: Schedule an Install

In this article, you'll learn how to update the installation calendar and notify the contractor and customer about the changes.

How to Make a Change on the Installation Calendar

You can easily update an existing installation appointment directly from the Installation Schedule.

Updating an Installation Appointment

Learn how the "Not Available" setting works in the Floorzap scheduler, what its current limitations are, and how dispatchers can work around them.

How Contractor Availability Works in the Floorzap Scheduler

How To: Locate missing Work Order

Keep your installations running on time. Learn how to schedule jobs, manage contractor availability, and track work orders from material ordering through job completion.

Jobs & Scheduling 

When you sort work orders by Schedule Date, each click uses a different representative date — earliest on the first click, latest on the second — so the order reflects…

Why Schedule Date Sorting Doesn't Reverse Between Clicks

Receiving material on a non-inventory PO does not automatically update the order status. Here's why — and how to update it manually.

Why Does My Non-Inventory Order Still Show "Pending" After Material Is Received?

Steps to mark a work order as complete in Floorzap — including contractor setup, payment, and how to resolve adjustments that may be blocking completion.

Work Order Completion Guide

In this article, you'll learn how to send a completion certificate at the end of a job and notify the customer if there's a balance due on the invoice.

How to Collect Payment at Job Completion

In this article, you'll learn how to split a labor line on a work order. This feature is useful when installation occurs over multiple days or when different installers perform…

How Can I Split Labor on a Work Order?

This article will guide you through the process of reconciling and paying for non-inventory products when not all products have been received.

Reconciling Non-Inventory Partial Received

You can view signed documents directly from the Work Orders section.

Viewing a Signed Invoice or Contract from a Work Order

You can tailor your Work Orders grid to better fit your workflow by removing unnecessary columns and sorting the data.

Customizing and Sorting the Work Orders Grid

You can organize your Work Orders by status using either filters or grouping. Choose the method that works best for your workflow.

Sorting Work Orders by Status

Work Orders

Floorzap doesn't have a dedicated internal work order print option. Once a contractor is assigned, you can print the job details page as a workaround.

Can I Print an Internal Work Order in Floorzap?

How to View and Manage Survey Results in Floorzap

How to View Survey Results

In this article, you'll learn how to mark a salesperson as ready for payment and track these marked jobs in your commissions report.

How to Mark a Salesman as Ready for Payment

In this article, you'll learn how to mark a contractor as ready for payment once a job is complete.

How to Mark a Contractor as Ready for Payment

In this article, you'll learn how to mark labor as complete within a work order. This feature helps you track the progress of your jobs or services.

Learn How to Mark Labor as Complete

In this article, you'll learn how to order non-inventory or special order products from an invoice.

How to Order Non-Inventory Products

In this article, you'll learn how to mark special order products as ready to order within the work order. This feature helps your ordering department know when you're ready for…

How to Mark Material Ready for Order

Learn how a salesperson can make a change order request when a work order is locked.

How to Make a Change Order Request

Learn how to set up and use work order tags in Floorzap!

Work Order Tags Set Up

Link a specific inventory skid to a work order to track which materials are staged and ready for each job.

Assigning a Skid to a Work Order

Explains why an unapplied commission or other adjustment on a work order prevents it from being marked complete, and how to resolve it.

Why You Can't Complete a Work Order with an Unapplied Adjustment

Work Order Management

This article will guide you through the process of creating a deduction adjustment in the Floors app. By following these steps, you'll be able to correct an overpayment to a…

How to Create a Deduction Adjustment in Floorzap

This article will guide you through the process of issuing a customer refund from within a work order.

Processing Returns & Refunds

If a customer overpays by check, record the full amount and then issue a refund for the difference. Here's the complete workflow to keep your books accurate.

How to Refund a Customer Overpayment Received by Check

Learn how to process returns & refunds in Floorzap

Returns & Refunds

Learn why you may see a "Failed to send SMS" error when sending task reminders, and how to fix it.

Why Task SMS Reminders Fail: Invalid or Landline Phone Numbers

Task management: Employees and Contractors.

In this article, you'll learn how to edit a task from your dashboard.

How to Edit a Task

This article will show you how to adjust the task reminder settings.

Task reminder settings

Do I have to add a customer task?

How to Send Task Email or SMS Reminders to a Customer

Tasks

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