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  • New User Training #2: Work Orders

    2024-03-12 15:09:00
    This training session covers work orders in Floorzap, including ordering material, scheduling installers, and completing a work order....

  • Setup Company and location info

    2022-04-12 11:00:54
    This section shows you how to complete your initial company setup to start using floorzap...

  • Web Browser & Operating System Compatibility

    2022-05-06 09:28:43
    Floorzap works on many different devices and operating systems. You can access Floorzap using Windows and Mac desktop computers, mobile phones, iPads, as well as Android tablets.However, the functionality and performance of the Floorzap ap...

  • All Tasks Calendar

    2022-04-04 19:22:07
    The All Tasks Calendar can be accessed by clicking on the dashboard tab at the top left of the menu when logged into Floorzap. You will want to scroll down until you see the "all tasks" calendar. From this view, you can see all ta...

  • Introduction to your Floorzap Dashboard

    2022-04-29 10:38:13
    All you need to kn ow about the Floorzap Dashboard...

  • Dashboard Overview

    2022-09-07 13:08:45
    On the left side of the dashboard, you will see a column with tabs. You can click on these tabs to navigate throughout the Floorzap system. (DashboardOverview1)...

  • How Can I Print QR Codes For My Showroom?

    2022-05-05 11:47:37
    You can print QR codes to be used on showroom products or for any other purpose.QR codes must be enabled on your products prior to printing.How To Print Multiple Product QR Codes At OnceChoose either I...

  • What Should I Name My Task?

    2022-04-04 19:12:09
    You can use the task name as a simple reminder of what the task is about. Some customers use this field to point out which team member will be performing the task, what client the task is for, or general information to let them know what the task wil...

  • Is adding a customer to a task required?

    2022-04-04 19:14:40
    No, you do not. You would want to connect a customer to a task that is part of your workflow for the same individual or group. However, tasks can also be used for internal action items like meetings, reminders, or inner office delegation. If you add...

  • Creating your 1st Task

    2022-04-29 11:04:57
    Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard....

  • How do I set or adjust task reminders?

    2022-08-22 09:11:00
    From the dashboard navigate to the settings menu by clicking on the “settings” tab on the left-side menu....

  • How do I add a new type of task?

    2022-08-26 09:59:10
    Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard....

  • How do I send task email or sms reminders to a customer?

    2022-08-26 16:11:36
    Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard....

  • How to edit a task

    2022-08-26 19:55:24
    From the dashboard select the tasks tab from the left-side menu. Highlight the line of the task yo...

  • Understanding the customer payments page.

    2022-09-25 21:43:49
    Here you will be able to see all payments that have been made, you will be able to sort by status as well. You can also view unpaid invoices. To get to the customer payments page from the left-side of the dashboard click on “paym...

  • How do I add a customer payment?

    2022-09-28 09:03:29
    There are two ways you can go about adding a customer payment. Method 1: If you’re not already there navigate to the customer payments page. From the left-side of the dashboard click on “payments” then click o...

  • How do I send a payment receipt to a customer?

    2022-09-28 09:23:59
    If you’re not already there navigate to the customer payments page. From the left-side of the dashboard click on “payments” then click on “accounts receivable” and then click on “customer.”...

  • How do I view customer payment details?

    2022-09-28 13:53:50
    If you’re not already there navigate to the customer payments page. From the left-side of the dashboard click on “payments” then click on “accounts receivable” and then click on “customer.”...

  • How do I give a full refund to a customer?

    2022-09-28 14:22:35
    If you’re not already there, navigate to the customer payments page. From the left-side of the dashboard, click on “payments” then click on “accounts payable” and then click on “customer,” and then c...

  • How do I receive a vendor payment?

    2022-09-28 14:22:35
    If you’re not already there navigate to the “receive manufacturer payment” page by clicking on “payments,” then “accounts receivable,” then “vendor,” then “receive payment.”...

  • Understanding the manufacturer refund payment history page.

    2022-09-29 14:09:17
    If you’re not already there, navigate to the “receive manufacturer payment” page by clicking on “payments,” then “accounts receivable,” then “vendor,” then “payment history.”...

  • How do I add a new expense type?

    2022-09-30 09:34:41
    Navigate to the “settings” menu on the left side of your dashboard. Then you will click on &#8220...

  • How do I delete an expense type?

    2022-09-30 09:36:19
    Navigate to the “settings” menu on the left-side of your dashboard. Then you will click on &#8220...

  • Can I change an expense to a location expense after it has been created?

    2022-10-03 10:08:39
    If you’re not already on the “expenses” page, navigate there from the dashboard by clicking on “payments,” then “accounts payable,” and then click on “expense payments.”...

  • How do I set a default amount for an expense account.

    2022-10-03 10:12:16
    Navigate to the “settings” menu on the right side of your dashboard. Then you will click on “system lists,” then “payment/expense lists,” then “expenses list.”...

  • How do I add/delete a payment method?

    2022-10-04 09:36:50
    To Add a Payment Method: Navigate to the “settings” menu on the left-side of your dashboard....

  • How do I add/remove an account?

    2022-10-04 09:51:47
    Navigate to the “settings” menu on the left-side of your dashboard. Then you will click on the...

  • How do I order materials by vendor?

    2022-09-09 12:24:07
    If you’re not already on the “order materials” screen navigate there by clicking on the “order by vendor”, which is located under the “order materials” tab on the dashboard....

  • How do I cancel a vendor order?

    2022-09-09 19:25:45
    If you’re not already on the “order materials” screen navigate there by clicking on the “order by vendor”, which is located under the “order materials” tab on the dashboard....

  • How do I order materials by an individual invoice?

    2022-09-12 12:00:17
    If you’re not already on the order materials by invoice screen navigate there by clicking on the “order by invoice” button, which is located under the “order materials” tab on the dashboard....

  • How do I order materials by product?

    2022-09-12 12:30:02
    If you’re not already on the order materials by products screen navigate there by clicking on the “order by products” button, which is located under the “order materials” tab on the dashboard....

  • How do I cancel a material order from the order products page?

    2022-09-12 15:52:22
    If you’re not already on the order materials by products screen navigate there by clicking on the “order by products” button, which is located under the “order materials” tab on the dashboard....

  • What is the order status page for?

    2022-09-12 19:41:18
    Here you can view all the products that have a status of “ordered”. You can sort by status, date, vendor, and product type. To get to this page if you are not already here you can navigate there by selecting the “orde...

  • What is the back ordered status page for?

    2022-09-13 09:17:26
    Here you can view all the products that have a status of “back ordered”. You can sort by status, date, vendor, and product type. To get to this page if you are not already here you can navigate there by selecting the &#8220...

  • What is the cancelled status page for?

    2022-09-13 09:27:56
    Here you can view all the products that have a status of “cancelled”. You can sort by status, date, vendor, and product type. To get to this page if you are not already here you can navigate there by selecting the “or...

  • What is the pending status page for?

    2022-09-13 09:38:25
    Here you can view all the products that have a status of “pending”. You can sort by status, date, vendor, and product type. To get to this page if you are not already here you can navigate there by selecting the “orde...

  • What is the search orders section for?

    2022-09-13 09:52:28
    Here you can click on either “search by order number” or “search by invoice number” You can find this section from the dashboard by clicking on the “order materials” tab and then clicking on “searc...

  • How do I schedule a new install?

    2022-09-21 10:10:24
    First you will want to navigate to the schedule. Do so by selecting the “schedule” tab from the left-side menu on the dashboard and then click on installation schedule....

  • How do I change the date on a new installation?

    2022-09-21 15:15:01
    There are two ways to do this: First you will want to make sure you’re on the installation schedule page. Get there by selecting the “schedule” tab from the left-side menu on the dashboard and then click on installati...

  • How do I change the installers schedule on a specific invoice?

    2022-09-22 20:49:04
    First you will want to make sure you’re on the installation schedule page. Get there by selecting the “schedule” tab from the left-side menu on the dashboard and then click on installation schedule....

  • How do I block out an installer's availability?

    2022-09-22 21:22:15
    First you will want to make sure you’re on the installation schedule page. Get there by selecting the “schedule” tab from the left-side menu on the dashboard and then click on installation schedule....

  • Planning for your Floorzap -QBO Integration

    2024-11-15 16:32:27
    Once enabled on your site, you will be able to access the integration settings by navigating to Settings>Integration>Quickbooks. QuickBooks Integration tab  This Settings menu contains the toggles for whic...