Floorzap

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

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

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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.

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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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