You can book a FTM time slot from the Flobot web or Flobot app. How to book a slot from flobot web Log into flobot web and go to field resources.Select any field team member you wish to book a slot forThen click the right side burger button and choose the book/unbook misc slots.Now you can tick any slot and give a purpose and reason to book time slot then click the save button. Selec...
To get started, make sure logged in to the Flobot admin portal. You need to sign-in.
- In the top right, go to Settings > Options.
- At the bottom, find Enable review bonus toggle button.
- Then turn on “Enable review bonus” toggle button.
- Insert the percentage of Review retention target hit.
- Then go to the Field resources section.
- Choose FTM you want to enable review retention & edit that FTM.
- At the bottom, find Enable customer review toggle button and Enable it.
- Next to “Enable customer review “, insert the Review retention rate (%) value.
- Finally, make save your changes.
Here’s how it works
- Select the order and book an appointment for relevant FTM who is having a review retention rate (%)
- Then go to the Costs -> Field Team Member / Contractor payments and click on the plus icon in the right corner and select Credit for work-Labour and select FTM, then add an amount and save your changes.
- After you can view FTM’s payment information under FTM’s financial section.
- Go to the Field resources > Financial > FTM payment information table.
- Shortcut > Just click on the underlined FTM name above image shows.
- Admin can give review points for each FTMs under reviews table based on their customer’s review feedback.
- Go to the Field resources section and click on the hamburger icon in the top right corner and select the Review bonus, it will link to the Review bonus table.
- When the job was completed/closed, finally can view rank and other details of each FTMs in Review bonus table (Note:- Job type is taken as the Job or Project appointment type.)
- If FTM’s Review Point Rate > Target Review Rate he/she can hit the target and can achieve his bonus.
- Admin can release the bonus manually as well.
Here is how the App shows the payment summary table and bonus table