FTM Late Reminder Feature

Now you will receive an email if an FTM late to an appointment for more than 2 hours. The email will be sent to servicedesk@Serviceteam.co.uk. The System will be automatically detected if an order late about 2-3 hours and send this email. Note : This features will only work on serviceteam company How to customize Late Reminder email Template First, […]

Daily Risk Assessment

To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Go to the Settings section and then choose the App settings Under the App settings find out the Risk assessment checklist tab and you can enable or disable following risk assessment settings on there and corresponds will work with the Flobot App; Enable […]

Quotes Stats by User & FTM

To get started, make sure logged in to the Flobot admin portal. You might need to sign in How to use FTM & User Quotes Stats Go to Quotes > Quotes stats by FTM / Quotes stats by User Then it navigates to quote stats view table with pie chart. You can find the quotes stats using the search box by selecting year and month. […]

Review SMS statistics

Here’s how to view statistics To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Mouse move over Field resources section in the main navigation menu. Then click on Review SMS customer. You’ll be able see how many jobs completed & how many review sms sent by FTM. By default statistics shows […]

How to use promo Code

To get started, make sure logged in to the Flobot admin portal. You might need to sign in Promo code use to give discount to customer for booking additional services. The existing invoice numbers use as a promo code to get discount, Note: This promo code only available for one time use, and also this discount valid for only labour type […]

Account Invoice footer

Here’s how to enable invoice footer Open customer account you want to enable invoice footer. In the Account Summery section top right corner, click edit. Scroll down & find Enable invoice footer toggle button. Enable toggle button & then automatically appears Invoice footer description text area. Edit your invoice & Save your changes. Here’s how it work When invoice footer feature enable […]

How to edit an FTM account in Flobot

To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Go to Field Resources section in Flobot. Select the FTM you want to Edit You can edit FTM using another way. Other way around is, After select the FTM name it is navigate to Field resource details section. In there you can edit […]

Rainy Days – Appointment rescheduling

When it is a rainy day in gardening or artificial grass, then all the jobs on that days have to be re-allocated. How to mark appointment as Rainy day View order you want. Go to Appointments section. Go to Options drop down menu, you want to mark as Rainy day appointment. Click on Rainy Day option. NOTES: Rainy day option isn’t available […]

Secondary job owner

To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Here’s how to assign secondary job owner Open Order you want assign secondary job owner. In the Order Summery section top right corner, click Menu icon. Click Edit Order option. Then Find Secondary Job Owner drop down & select your Secondary Job owner. […]

View all jobsheet images in one place

How to view images Go to jobs section. Click Menu and select View job sheet images. Then enter order date range and click search button. You will be able to see all jobsheet images in above date range. Note: This feature works only on service team.you can find your all jobsheet images in one place. follow the above steps correctly. […]