Using multiple checklist feature, companies will able to send single or multiple checklists to the FTM How to add checklist templates First, login to flobot and go to settings.Then go to the "App Template" tab. Add a new template, Select "New Template" from Template option dropdown.Give a template name on "template name" textboxTo add checklist items, use “+” sign.To remove...
Doughnut is a feature that simplifies all the tasks in the flobot app. If your company Field Workers think that Flobot app is so complicated, you can use this feature.
How to enable Doughnut feature on flobot
- First, Login to Flobot and go to settings
- Then click App Settings on the left side menu
- Then turn on “Enable Doughnut” setting and click Save
Turning on this setting will disable all other settings on App Settings including “Risk Assessment” and “Quotes” tabs. but you can access them again by disabling this feature.
How Doughnut feature works on flobot app
- First, login to flobot app
- Then click on an appointment and view it
Just like the above image, enabling the Doughnut feature will remove all settings and it will keep below tabs
- Client Contact
- Job Details
- Project Sheets
- Attachments & Images
- Job Description
- Job Completion Sign Off
How flobot app looks without Doughnut feature
Like in the above image, there can be a lot of features enabled by default. Doughnut feature will remove most of them.