What is the Flobot?Flobot is simple service software. Flobot helps you run your business better. Taking payments from your customers, scheduling field team members, creating estimates and quotes, invoicing clients, producing reports, managing contractors and employees. Basically, all the functions you need to run your service business. How do they work together?Flobot handles all the day to da...
Here’s how to configure
- Go to Settings > Options.
- Scroll down & find Enable PO number in enquiries toggle button.
- Turn on it & Save your changes.
Here’s how it work
- When adding a new enquiry & when customer type is Landlord, Business, Construction Company, Letting Agency, FMC or PB new row add as Purchase order number.
Flobot can recognize PO number is exist or not.
- Also user can upload PO PDF or any file when creating new inquiry. That file automatically saved in the document store when it convert as order.
- In the order summary there’s a purchase order number as new row. If user want to update purchase order number can update it on order edit view.
- Purchase order number automatically appearer invoice & invoice PDF.