Re-issue an invoice with original date

When you issue an invoice it puts todays date onto the invoice. This is a feature we want to keep but we want to be able to add the original date the invoice was sent also. A new bit of information should be added to the invoice looking something like below.

Field Resources areas covered and skill set display

Flobot allows you to select the areas that your field resources and contractors can or are willing to work and the skill set or type of jobs they are able and willing to perform. This is ideally set out with the contractor at the start and then there is no confusion as to which jobs can be attended to by […]

Edit an appointment in Flobot

When you have booked an appointment and then go back to edit it. You are presented with the schedule to edit, the existing apointment highlighted in green. Untick that box and then tickthe desired box for the edited appointment. The hit confirm. But when you go back to the schedule it has not deleted the original appoinmtnet and now you […]

Customer quoting tool internal enhancements

Our clients tell us that the¬†quoting tool is one of the best features of Flobot. Here are a few enhancements to make before we embark on the quote template system. 1. At the moment it only allows the user to select days and we need a further drop down menu to allow them to select hours, weeks, months or even […]

How to get your customers to pay for their services online

If you have the payment gateway installed Flobot allows you to take payments from your customers for the services you have provided or perhaps a deposit by sending out a payment link. The customer can enter their card details and pay much like purchasing something from Amazon or another online shop. This can save a lot of time on the […]

Unlimited customer contacts

In an account or an order we need to be able to add additional client contacts that need to be searchable. For example. You may need several contact at Head office in the accounts page. You might need several diffrent contacts at the site. You also need to be able to select which contacts to make primary and when it […]

Template colour control update

To add a new setting to control the colour on the template for the last boxes highlighted.

Trading names, nicknames and organisation settings explained

Flobot allows you to customize the data you see. For example, you might not be interested in allocating a particular engineer for a job but you want to allocate a company instead and let them figure out who they are going to send. You might have a client with 50 sites that you need to catalogue and you might want […]

Invoice description on ‘Other’ and discount upgrade

Upgrade the invoice templates so that the charge description is displayed o the invoice when the ‘Other’ option is selected. The discount option strangely works on a discount code system which isn’t useful. There is no way to remove money from the invoice. This needs to be addresses with adding a value into the ‘add discount’ tab that takes money […]

Footer removed from bottom of invoices

We had several requests to remove the footer from the bottom of the default invoice template because when the client printed them out they were sometime rolling over 2 pages and causing an extra page to be removed. As the footer replicated the information on the top of the invoice anyway this seemed a reasonable request and so it has […]