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?

Quick Start

Get Started with Floorzap: Essential Tools for Success

New User Quick Start Training #1

Mastering Work Orders, Materials, and Install in Floorzap

New User Quick Start Training #2

New User Quick Start Training #3

New User Quick Start Training #4

Setting up the sync between Floorzap and QuickBooks Online

QuickBooks Online Integration Training & Setup

Review pre-recorded quick start training sessions!

Quick Start Training Sessions

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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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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