Introduction

Welcome to FloorSimple

FloorSimple in one workspace: customers, jobs, quotes, invoices, inventory, purchasing, scheduling, and your crew.

FloorSimple runs your flooring business: customers, jobs, quotes, invoices, inventory, purchasing, scheduling, and your crew. This guide is for shop owners and shop staff. It covers every task you'll do day to day.

Each business gets one shop. All your data lives inside it. You belong to your shop as either an owner or a staff member; see Roles and what each can do.

Your workspace starts on the Starter (Free) plan. Upgrade to Pro any time from the Subscription page.

How to use this guide

  • New owner? Start with First 15 minutes.
  • Looking up a task? Each section opens with a short list of common tasks. The rest of the section is the recipe.
  • Looking up a field? Every section ends with a field reference.
  • Sections marked (owners) apply to shop owners only. If you're not the owner, those pages don't appear in your sidebar.

Contents

  1. Welcome
  2. First 15 minutes (new owners)
  3. Roles and what each can do
  4. Signing in and account access
  5. Finding your way around
  6. Your profile
  7. Customers
  8. Service orders
  9. Sharing documents (PDF, public links, email)
  10. Quotes
  11. Invoices
  12. Products and catalog
  13. Manufacturers, vendors, purchase orders, installers
  14. Calendar and scheduling
  15. Shop settings
  16. Team management
  17. QuickBooks integration
  18. Payment providers and Stripe
  19. Subscription, plans, and limits
  20. Automated notifications
  21. What customers see
  22. Troubleshooting
  23. Glossary