Floorzap Onboarding Milestone Checklist

2-Week Meeting Milestones

• Complete system configuration checklists ​
  • Estimated time: 1 hour​
• Send credential request using the vendor email template to B2B Support​
  • Estimated time: 10 minutes​
• Share all non-B2B import files with your Onboarding Specialist  ​
  • Estimated time: Variable​
• Register for QuickStart Training Sessions (All 4 for Admins) 
  • Estimated time: 5 minutes to register, each session is 90 minutes

• Schedule 2 Week Check In​
  
  
• Schedule Onboarding Graduation Call
  
  
• Attend Quick Start Training Sessions​
  • #1 – Leads, Customers, Quotes, Invoices & Measurements​
  • #2 – Work Orders/PO’s, Scheduling & Installation​
  • #3 – Managing Inventory & Non-Inventory Products​
  • #4 – Advanced Features & Reporting​

• B2B Integrated & Importing Data​
• Data Migration Started​
  • Customer​
  • Vendor​
  • Labor Cost​
  • Non B2B Products​
• Practice – Tests​
• 5 Clients – Lead to Invoice & Scheduling

Graduation Meeting Milestones

• Imports Complete ​
  • Customer​
  • Vendor​
  • Inventory​
  • B2B​
• QBO Integration​
• Payments Integration​
• Test Data Removed​
• Actively using Floorzap​
  • Leads​
  • Quotes​
  • Invoices​
  • Scheduling​
  • Payments