Kickoff
2-Week
Integrations
Graduation
System configuration
✓ Complete
Employees & users
Add all team members — check "Send Email Confirmation" so they can set their own password and log in. ⚠️ Avoid using the ! symbol in passwords — it may cause login issues.
Contractors & subs
Start with the "Installer TBD" placeholder your specialist set up, then add your real contractors
Bank & credit accounts
Add all accounts — if using QuickBooks Online, names here must match QBO exactly
Warehouses
Any location you send an installer to pick up materials — onsite, offsite, will call, third party
Completion checklist
Personalize the default template — add, edit, or remove questions for your workflow
Quick start training
✓ Complete
90-minute trainer-led sessions — same content runs every week. Attend each at least once and bring the right team members. Recordings are available if someone misses a session.
Session 1 — Leads, quotes & invoices
Tuesdays 2:00 PM CT · Invite: sales team, office staff
Session 2 — Work orders & scheduling
Wednesdays 2:00 PM CT · Invite: order clerks, warehouse staff
Session 3 — Inventory & payments
Thursdays 2:00 PM CT · Invite: order clerks, warehouse staff
Session 4 — Reports & advanced settings
Fridays 2:00 PM CT · Invite: office staff, admins
Data migration
✓ Complete
Download each template below, fill it out, and send the completed file to your onboarding specialist. Start early — processing takes 2–3 weeks after files are received.
Labor cost list
All labor items (install, tear down, etc.) — include cost, margin, and unit type (sqft, each, LF)
Vendor list
Vendor name is required — include any additional contact details you have
Non-B2B products
One template per vendor — your specialist reviews and confirms before import
B2B integration
✓ Complete
Verify your vendor is B2B-enabled
Check the vendor directory at fcb2b.info/connections before reaching out
Email vendor for B2B credentials
Copy the template below, fill in your company details, and send it to your vendor's support team
Email template
Hello,
Can you please respond with our B2B credentials?
Please reset our password if we currently have credentials set up and send a new, full catalog.
Company Name:
Company Phone:
Company Contact Name:
Company Contact Phone:
Company Contact Email:
Account #:
Software Provider: Floorzap
B2B File Version: 832
Regards,
Enter credentials in Floorzap
Paste the username and password from the vendor's reply, enable B2B, and save
Import your B2B catalog
Once credentials are active, import your full product catalog into Floorzap
My tasks
Add your own to-dos for this onboarding