You can save a quote template on a flobot to use in the future. Now quote template can be categorized. All the quote templates are already in the default category. you can customize it. Firstly you should add quote categories Log to Flobot and go to settingsSelect the templates tab and click the Quote template category listThen click the right side corner burger button to add a new categ...
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