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Getting Started

New to Floorzap? Start here. Find your onboarding checklist, register for live Quick Start Training sessions, and get a quick tour of the dashboard and core app navigation.

10 articles
Leads & Customers

Everything you need to manage your pipeline and customer base. Learn how to create and track leads, log interactions, add notes and samples, and manage full customer profiles.

18 articles
Quotes & Estimates

Build accurate, professional quotes fast. Learn how to create and send quotes, work with measurements, use templates, bundle line items, and convert quotes to invoices.

16 articles
Invoicing & Payments

Manage your invoices and collect payments from start to finish. Learn how to create, send, and track invoices, accept payments, process refunds, and manage your Floorzap Payments merchant account.

25 articles
Floorzap Payments

Bill and collect payments of every kind-from credit cards to ACH-all in Floorzap.

50 articles
Floorzap Accounting

Floorzap Accounting is used for managing your GL, charts of accounts, transactions, and accounting workflows in Floorzap, helping you keep finances accurate, compliant, and in sync.

59 articles
Jobs & Scheduling

Keep your installations running on time. Learn how to schedule jobs, manage contractor availability, and track work orders from material ordering through job completion.

31 articles
Inventory & Products

Manage your product catalog and stock levels. Learn how to add and import inventory and non-inventory products, make adjustments, create purchase orders, and manage your warehouse.

29 articles
Reporting & Job Costing

Understand how your business is performing. Explore financial reports including P&L, balance sheet, cash flow, job costing, tax reporting, and transaction history to make informed business decisions.

3 articles
Contractor App (Mobile)

Resources for your installers in the field. Learn how to set up mobile app access, navigate the installer app, and send contractors their login links.

7 articles
Integrations & Automation

Connect Floorzap to the tools you already use. Find setup guides and troubleshooting for QuickBooks, B2B suppliers, Measure Square, Google Calendar, Zapier, SMS, and email marketing.

19 articles
Account & Settings

Configure Floorzap to fit your business. Manage users and permissions, set up tax defaults, service types, commission structures, vendors, contractors, QR code pricing, and system-wide preferences.

38 articles
Product Updates

Stay up to date with what's new in Floorzap. Browse release notes for every version to see the latest features, improvements, and fixes.

33 articles