Floorzap

Learn where to go and how to adjust commission settings to meet your needs.

Where do I edit or add commission settings?

Learn how to set a default amount on an expense account.

How do I set a default amount for an expense account?

In this article, you'll learn how to manage your labor cost list, including editing, adding, and removing set service types, and exporting the list as a template.

How to Setup Labor Cost List

Locking Invoices and Work Orders After Signature

Locking an Invoice or Work Order

In this tutorial, you'll learn how to customize down payment amounts based on customer type.

How to Set a Down Payment Amount?

Learn how to add your Google Review Link, so that you can send it to customers post job.

How can I add my Google Review Link?

In this article, you'll learn how to add your bank and credit account information for a smoother QuickBooks integration.

Adding your Bank/Credit Accounts

If a location you just added in Floorzap isn't showing up in dropdown menus, the fix is simple: assign at least one employee to the location.

New Location Not Appearing in Dropdowns? Here's Why

Customer emails sent from Floorzap use noreply@floorzap.com as the sender address by design. Here's why — and how to configure Reply-To so customer replies reach the right person.

Configuring Reply-To Email Settings in Floorzap

System Settings

Create a custom design with text, images, and links

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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.

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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.

Prototype article-aware answer

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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