How to Make Quotes Using the Flobot Field Service App

The Flobot field service app makes it easy to create quotes on the go. With a few simple steps, you can create a quote that will impress your customers. Open the Flobot app on your device. Navigate to your appointment within the app. Within the appointment, locate and tap the “Quotes” tab. On the Quotes tab, locate and tap the […]

Instant Quote

First of all, you have to set and enable the following options; Go to Settings > Departments and choose your sub-department Then find out “Quotes template”, “Quote email template” and “Quote Whatsapp template” and select the relevant template for the sub-department from the drop-down How the feature works: When you go to add a new customer and once you fill […]

Reverse Charge

To get started, make sure to log in to the Flobot admin portal. You need to sign in. Go to Settings > Options > Enable reverse charge and enable it. Once you enable the option you can see another Enable reverse charge option in the Charges section You need to enable the above Enable reverse charge option to apply the Reverse […]

WhatsApp integration and templates in Flobot

To get started, make sure to log in to the Flobot admin portal. You need to sign in. First of all, you need to enable options in the settings, those are; Settings > Options > Enable WhatsApp view Once enabled the button then another section appeared as “Whatsapp widget API token” then you should insert the API token key for that […]

How to add Site managers and receive quotes, invoices and notifications to their emails – CCSS only

To get started, make sure to log in to the Flobot admin portal. You need to sign in. First of all, you should need to add the site manager using his/ her email Go to the Dashboard > Site Managers 2. Then click on the burger icon in the top right corner and select “Add manager”. 3. Fill in the “Name” […]

Field Team Tracker

Login UI Once you press the “SIGN UP” button you will move to the Create Account UI Then you can create an account by providing the details Reset password UI Main menu Dashboard View My schedule view The system admin reallocates the job for relevant FTM then a push notification comes to the FTM, once FTM has accepted that job […]

Payment Gateway set up

To get started, make sure to log in to the Flobot admin portal. You need to sign in. First of all, you have to enable the following options to set up the payment gateway External payment system – Take the public payment from the external link via https://payments.myflobot.com/ 3DAUTH – 3D secure payment (security authentications required for online payments) 3DAUTH Version […]

Forced Call Feature

To get started, make sure logged in to the Flobot admin portal. You need to sign-in. Once you received the enquiry to the Flobot Then the recorded call receive by the system admin via the Flobot to follow up on this enquiry After the recorded call end, a call will redirect to the customer as well Then admin can continue the […]

Automatic reminders implementation

You can go through with the following links to get an idea about how the automatic reminders work with the Flobot     Appointment reminders 7b reminder notifications FTM Late Reminder Feature Overdue Quote Reminders Whatsapp Reminder Messages

Automate quote acceptance process

To get started, make sure logged in to the Flobot admin portal. You need to sign-in. In the top right, go to  Settings > Quote settings > Quote options. At the bottom, find the “Enable quote deposit payment process”. Once you enabled that button , then it will open another 2 buttons called “Enable drag & drop schedule for quote process” & “Enable quote appointment […]