When the job is left at stage 7b for longer than 48 hours then Flobot will send a reminder SMS & email to the site contact details. Customize your email template. Go to Settings > Templates.Click on the System template.Then select "7b reminder email template" from 'Select template to edit' dropdown.Customize the template as you wish.Make sure to Save your changes. Please use below pla...
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.
Here’s how it works
- Using this feature Customers will be able to accept their quotes, make deposit payments & confirm their appointments themself.
- Once the customer needs to accept the quote. Then Flobot redirects to the deposit payment screen.
- Once the Customer makes deposit payment, It will be redirected to the appointment booking screen.
- Then the customer will be able to book his appointment at the selected time.