This feature is work on drag and drop schedule and users can add their notes on the schedule How to add a Calander note FTM First, log in to Flobot and go to "Field Resources".Then click on the hamburger icon in the top right corner and select "Add Field Team Member (FTM)". Fill the necessary information.Select Field team type as "Calendar Note".Finally, make save your changes. ...
To create a new Invoice, follow the steps below:
- To get started, make sure logged in to the Flobot admin portal.
- Go to the order you want to an invoice.
- Then go to the charges section.
- To add charges or make an invoice, click the burger icon in the customer charges section.
- There’re multiple types of invoices in that burger. If you send the online payment link or online payment deposit link invoices, Customers will be able to pay online.
NOTE: Customers will be able to pay a deposit or pay full payments through the email link.
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