Sending of Supplier sheet to Supplier using Supplier sheet V2

This article will guide you how to send Supplier sheet to Supplier using Supplier sheet V2 Note: This option will only work once the items in Flobot are been assigned to suppliers First, login to Flobot and open an order. Go to Quotes & sheets section and open the relevant Quote Go to Supplier Order List and click on the […]

Add to Xero option in Costs section

This article will guide you how to send the cost to Xero as a bill First login to Flobot and open an order Go to the costs section and add a cost Simply click on send to Xero

Customized PDF footers for credit account customers

You can set different adverts on the footer of invoice PDFs for different customers. So we have two types of customers as credit account customers & non-credit account customers (With terms/ Without terms). Customize the with terms/ without terms templates Click the top right corner ⚙️ icon and go to Settings. Go to Templates and select the System templates. Choose […]

Sending of Job Completion Mails Manually

This article will guide you how to send job completion email manually. This email will be sent out to the customer. First, login to Flobot and open an order. Go to the charges section. Click the burger icon under Customer Charges. Then click on “Send order complete email notification” Note: This option will not be available if your order has […]

Quote Template Categorize

You can save a quote template on a flobot to use in the future. Now quote template can be categorized. All the quote templates are already in the default category. you can customize it. Firstly you should add quote categories Log to Flobot and go to settings Select the templates tab and click the Quote template category list Then click […]

Message Bird SMS delivery confirmation

Once an appointment is been scheduled or when a quote has been sent to a customer. Once the text message is sent , you get the delivery stats in the order overview When the apppointment confirmation is sent you the stats as below. If the confirmation text was delivered, it is shown as message sent If the confirmation message was […]

Quote Stats

Now you can see the statics of the quotes which was sent and the revenue generated by each one who sent the quotes in 3 steps. Monthly stats Yearly stats All stats

Duplicate account prevention

When putting up details for a new customer, when you go to the email field and type the email ID, if its an existing customer it indicates in red. When you click on the link the order gets created for the existing account. When putting up details for a new customer, when you go to the email field and type […]

Booking out a Field team members availability

You can book a FTM time slot from the Flobot web or Flobot app. How to book a slot from flobot web Log into flobot web and go to field resources. Select any field team member you wish to book a slot for Then click the right side burger button and choose the book/unbook misc slots. Now you can tick […]

Pay FTMs for labour

Using our new feature users will be able to add FTMs payments simply without doing manual calculations. This is only for ServiceTeam company. Add FTM payment into the cost section. Go to the order you want to add FTM payments. Click on the Chargers tab & find the PAY FTM button under the Customer chargers section.NOTE: When some conditions failed […]