Review bonus in Flobot app

The Bonus Review tab under the Statistics tab in the Flobot app bottom navigation bar and easy-to-see your ranking information for the review retention. Bonus Review in Flobot app Open your Flobot app on your device. On the bottom navigation bar, tap Statistics. Tap Bonus Review tab on the top navigation bar.  

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FTM Review Retention

Try the Review Retention feature To get started, make sure logged in to the Flobot admin portal. You might need to sign in. In the top right, go to  Settings > Options. At the bottom, find Enable review bonus toggle button. Next to “Enable review bonus “, choose to turn on. Then go to Field resources section. Choose FTM you want to enable review retention & […]

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All new multiple image uploader in Flobot app

What’s new FTMs will be able to upload multiple images at once by using this uploader. Multiple image uploader in Flobot app Open your Flobot app on your device. Navigate to any image gallery available location. For example, Attachments & Images section in the appointment. Tap Add button. Here is new image uploader view. Tip: […]

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Invoice Due Date Upgrade

What is the new feature and how to enable it Go to Settings > Options Then find out two options called “With terms number of days” / “without terms number of days”,and make your changes. Above setting will work according two types of clients, customer who is a “payment without terms”(PVT customer) or a “payment with terms” (Credit account […]

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Financial in Flobot app

The Payment Summery tab under the Statistics tab in the Flobot app bottom navigation bar and easy-to-see summaries of all your important financial information. Payment Summery in Flobot app Open your Flobot app on your device. On the bottom navigation bar, tap Statistics. Tap Payment Summery tab on the top navigation bar. Tip: You can navigate between month by using left […]

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See and edit FTM account in Flobot app

FTMs able to edit their account from Flobot app. But when you change your details, you need to wait until review your details. Once your details are reviewed you’ll get notify the decision.  Edit FTM account details in Flobot app Open your Flobot app on your device. On the bottom navigation bar, tap My Account. […]

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Xero Status

  How to connect with Xero To get started, make sure logged in to the Flobot admin portal. You might need to sign in In the top right, click Settings and find out Xero settings. Then Connect with Xero ,you have to give permission to xero and log with your xero account credentials. After successfully connected […]

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Quote image gallery settings in Flobot app

You can customize Quote image gallery functionality by settings from the Flobot admin area. By using those settings you’ll be able to on/off  quote work proposed images, quote further details images & quote images. Try the new settings In the top right, go to  Settings > Options. At the bottom, find Enable quote work proposed images, Enable quote further details images toggle button. Then choose to turn On or Off. […]

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Overdue Quote Reminders

Here’s how it works You can enable automated reminders for the Quotes. This sends automated reminder,  sms & emails in 7 days, 14 days and 30 days. Please use following steps to enable it. Here’s how to enable to a customer Open customer account you want to enable it. Go to edit account. Then scroll down &  […]

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All new Quote items section

What’s new in Quote Items We’ve updated the user interface and many of other features you already use, and added new features to help you work faster and more efficiently. Quick access link To get started, make sure logged in to the Flobot admin portal. You might need to sign in. In the top right, click […]

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