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FBM Help Center

Use the FBM Help Center to understand what each area of the platform does, how the workflow is connected, and where to start based on your role.

FBM Help Center
Help Home Getting Started Customers Products Projects Quotes Invoices Payments Reports Portal Support Accounting AP
Help Overview

Understand the platform before you go deep into each module

FBM is built as one connected operating system for flooring businesses. This help center is designed to explain each area clearly, so your team can understand what each screen is for, how the workflow connects, and where to start first.

Start Here
  • Read Getting Started first
  • Then review Customers, Products, and Projects
  • Continue with Quotes, Invoices, and Payments
  • Use Reports, Portal, Support, Accounting, and AP as needed
Help Navigation

Browse help by operational area

Each guide below focuses on one operational area so users can learn the platform in a practical order.

Core Setup

Start with structure

These pages help new users understand the platform layout and daily starting point.

Sales Flow

From quote to collection

These guides explain the financial and customer-facing flow step by step.

Operations & Finance

Extended operational areas

These pages explain the customer portal, support flow, accounting visibility, and AP process.