Floorzap

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

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

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