How can we help?
Getting started
Setup, computers and inviting reps
How do we start?
Press Get started on florehq.com, or email us. We bring in your customers, quotes and history, connect your phones and email, and invite your reps.
What does each rep need?
A reasonably new computer and a headset. flore turns calls into text on the rep's own computer, so it needs the power to do that. We'll tell you the minimum before you start.
How do reps join?
Your admin invites them in Settings › People. Each rep gets a code to join your company. In flore they choose Create an account, paste the code and sign in with their work Google account.
Connections
QuickBooks, Gmail and RingCentral
QuickBooks Online
- Connect: a super admin opens Settings › Connections › QuickBooks and signs in to QuickBooks.
- Disconnect: Settings › Connections › QuickBooks › Disconnect. flore stops reading from and writing to your QuickBooks straight away, and gives up its access at Intuit. Records already in flore stay with your company's data until you ask us to delete them.
- Reconnect: choose Connect again on the same page.
Gmail
- Connect: each rep connects their own Gmail in flore. flore can only send email as that rep. It can't read the inbox.
- Remove access: at myaccount.google.com/permissions, or email us.
RingCentral
- Connect: a super admin connects your company's RingCentral once in Settings › Connections. Calls and texts go out through that connection.
- Remove access: in RingCentral's own settings, or email us.
Account and sign-in
Signing in, and when someone leaves
I can't sign in.
flore uses Google sign-in, so there's no flore password to reset. Check that you're using the account your invite was sent to, then ask your admin or email us.
A rep left. What happens to their stores?
A super admin switches them off in Settings › People. Their stores show as needing an owner in Leads › Books, and you assign them to another rep. Their calls, notes and quotes stay with the stores.
Your data
Privacy, copies and deletion
Is call audio saved?
No. Calls are turned into text on the rep's computer, and the audio is let go when the call ends. The text and a short summary are saved on the store's record.
Who can see our data?
Only the people your company invites, and flore's operator when setting you up or fixing a problem. Each company is kept apart.
Can we get a copy, or have it deleted?
Yes. Email us and we'll send a copy, or delete it, within 30 days.