How to enable quote deposit payment process Go to the Settings section.Scroll down & select Quote Settings.Then go to the Options tab in the Quote Settings. Turn on Enable quote deposit payment process & click save. https://imgur.com/a/0IR2QY4 Here's how it works Using this feature Customers will be able to accept their quotes, make deposit payments & confirm their appo...
Now FTMs can send their return martial information through the app. This feature will only work on serviceteam company.
How it works on the app
FTMs will able to see a new section called ” Return Materials” inside appointments on the app.
Then they can add return materials by simply tapping on the “+” icon. Then fill return material one by one and tap save
They can edit those records by simply tapping on the records. or delete them by sliding records to the left side.
Finally submit the jobsheet with other information.
How it works on Flobot
Once FTM submit a jobsheet with return material, Serviceteam will receive an email with return material information look like below image
Also, you can see all the return material records by clicking the cost tab on an order
How to customize Material return email Template
- First, Log in to Flobot
- Go to Settings and click Templates
- Then click System Templates
Now select “Material Return item email Template” from Select template to edit dropdown box
You can edit the template by changing placeholders and finally click Save.
These are the placeholders that you can use to customize the email template.
- ((FTM_ID)) – FTM ID
- ((ENGINEER_NAME)) – FTM Name
- ((ORDER_ID)) – Order MTX Number
- ((MATERIAL_GRID)) – Material Return Table