5-Minute Workflows
Core Workflows training content for new customers
28 articles
- Navigating Floorzap
- Creating a Lead & Converting to Customer
- Managing Tasks & Follow-ups
- Logging Measurements
- Building a Quote
- Sending & Presenting a Quote
- Work Order Creation & Management
- Scheduling a Job
- Assigning a Contractor
- Ordering Materials
- Submitting a Work Order Change Request
- Cash & Carry Process
- Handling a Change Order
- Adding Non-Inventory Products
- Freight Setup & Converting to Inventory
- Inventory Products & the Status System
- Warehouse Setup & Auto Allocation
- Ordering Material: Two Methods
- Creating & Receiving Inventory POs
- Warehouse Actions: Received to Picked Up
- Admin Processing a Change Order on the Work Order
- Allocating Inventory to a Work Order
- Paying Vendors and Contractors (AP)
- Paying Sales Reps and Referral Bonuses
- Handling Partial Payments
- Lead Board and Job Board
- User Permissions
- Setting Up Product QR Codes