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