Core Workflow Series
Floorzap Core Workflow Training Session #1
Session 1 covers the complete front-end sales process — from orienting participants to the Floorzap interface through capturing a new lead and creating and sending a quote. By the end, participants will be able to manage leads, log tasks, record measurements, use the Lead Board, and build quotes from scratch and from templates.
>>Register for Training Session #1<< (Tuesdays at 12:00 PM CT)
>>Register for Training Session #1<< (Tuesdays at 2:00 PM CT)
Floorzap Core Workflow Training Session #2
Session 2 covers the operational workflow after the quote is signed — converting to an invoice, collecting payment, ordering materials (full workflow), and scheduling and managing the contractor through to job readiness. Note: some teams use only parts of this workflow depending on role — cover all steps and clarify where handoffs occur.
>>Register for Training Session #2<< (Wednesdays at 12:00 PM CT)
>>Register for Training Session #2<< (Wednesdays at 2:00 PM CT)
Floorzap Core Workflow Training Session #3
Session 3 covers additional sales workflows — Cash & Carry, change orders, and progressive invoicing for commercial jobs — followed by extended review and practice time. Use work orders and invoices from previous sessions as reference.
>>Register for Training Session #3<< (Thursdays at 12:00 PM CT)
>>Register for Training Session #3<< (Thursdays at 2:00 PM CT)
Administration Workflow Series - Available starting June 2nd
Floorzap Administration Training Session #1
Session 1 is designed for Warehouse and Back Office roles who manage the full product and operational lifecycle — from setting up products through ordering, receiving, warehouse fulfillment, and processing change requests on work orders.
>>Register for Training Session #1<< (Tuesdays at 12:00 PM CT)
>>Register for Training Session #1<< (Tuesdays at 2:00 PM CT)
Floorzap Administration Training Session #2
Session 2 covers the core operational responsibilities of administrators — scheduling contractors, processing all AP payments, handling partial vendor payments, and closing jobs through the full work order checklist.
>>Register for Training Session #2<< (Wednesdays at 12:00 PM CT)
>>Register for Training Session #2<< (Wednesdays at 2:00 PM CT)
Floorzap Administration Training Session #3
Session 3 covers the system-level tools that all administrators use to manage the business: Lead Board and Job Board, automated reminders, user permissions, employee task management, QR code setup, key reports, and important system settings.
>>Register for Training Session #3<< (Thursdays at 12:00 PM CT)
>>Register for Training Session #3<< (Thursdays at 2:00 PM CT)