Your First Week Checklist

A step-by-step checklist on how to get up to speed using the FlipperForce platform in your first week!

Your First Week Checklist

A step-by-step checklist on how to get up to speed using the FlipperForce platform as quickly as possible!

Getting to Know the FlipperForce Platform

Watch a quick start-to-finish overview video or schedule a demo with the Founder of FlipperForce to get up-to-speed on everything FlipperForce has to offer.

Creating Your First Project

Most of the functionality in FlipperForce is project-based, so in order to unlock all of the powerful software features, you first need to add a few Projects to your Workspace. Start by adding your Leads, Active Projects or Completed Projects to get started.

Setting up Your Workspace

Setup your basic User Profile and Company Information in your Workspace and invite your Team Members to help you collaborate on your projects.

Configuring Your Settings & Custom Templates

Configure your Analysis Settings and Save Custom Templates in your Workspace that you can re-use on future projects to save you time!

Setting Up Contact Databases and Material Catalogs

Take the time to set up your commonly used Companies and Contractors and upload your commonly used Material SKUs.
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