How to book out slot/s or leave for the Field Team Members

1) Go to the Field resources and select your Field Team Member (FTM). 2) In the FTM overview page select the FTM schedule tab or at this stage, you can press the Book/unbook misc slots by clicking the three-dot actions menu in the top right corner 3) After selecting the FTM schedule tab you can select Book/unbook misc slots by […]

Field Team Member zone search

Every flobot field team member has relevant working areas. you can search FTMs by entering a postcode and you can find out which FTMs work on the relevant postcode area. Go to field resources and click right side burger icon Then click the view field team member zones Now click the FTM zones search button Enter a postcode you want […]

Sync Flobot with outlook calander

This feature will allow you to sync your appointments & time details to the outlook calendar. To get started, make sure logged in to the Flobot admin portal and go to settings. Then go to the “Outlook API” tab. Click the “Sign in” button and then log in to your outlook account. Then there will be two date pickers to […]

Forcing field team member to add images

To get started, make sure logged in to the Flobot admin portal. Force to add images into the job sheet Go to Settings > App settings. Scroll down & find the ‘Minimum number of job sheet Images‘ spinner. Then set a minimum number of images required for job sheets. Force to add Quote description of work proposed images into the Quote Go to Settings > App […]

How to use the capacity schedule in Flobot

To get started, make sure logged in to the Flobot admin portal.¬†You need to sign-in. First, you need to setup FTM account for Capacity Schedule Go to the Field Resources section in the Flobot and select Add Field Team Member. Fill the necessary information and make sure to select the Field team type as “Capacity schedule” and finally save it. […]

Route based Geo-location (Geo Scheduling)

To get started, make sure logged in to the Flobot admin portal. Then go to “View All” Under schedule tab or use this link (https://www.myflobot.com/appointments/view-schedule-calendar.asp) Select an FTM from the selection dropdown. Then click the navigation icon to view the geo route. Geo-Route Map will appear like this. Following video will show you how to work with geo-location route

FLIM integration with Flobot

How to connect FLIM with flobot First, Login to FLIM with this URL http://flim.myflobot.com/v2/ Go to “Flobot API Settings” on the sidebar. (you will need these Flobot settings later) Now open a new tab on your browser and login to Flobot Go to settings and then click on “Flim Integration” tab Now copy Warehouse ID, API User ID, URL From […]

Calander notes feature

This feature is work on drag and drop schedule and users can add their notes in the schedule. How to add a Calander note FTM First, log into the 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 […]

Flobot invoicing

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. […]

Chasing FTMs for Quotes

NOTE: Quote chase feature only available in the ServiceTeam Send chase WhatsApp message If an order has appointments, users will be able to send the chase message to each FTM. First, you need to open the order you want to send the chase message. Go to the Order notes section. Click the burger icon in the Customer notes area. Select […]