Quote v2

Here’s how to enable Go to Settings > Options. Scroll down & find Enable quotes instance edit toggle button. Turn on it & Save your changes.    

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Order delivery address update

What’s new Now you’ll be able put collection, delivery addresses in the Add Enquiry level. In the Order overview > Site address details section shows you entered collection, delivery addresses or by default, It is get automatically filled delivery address with account address and then collection address is with site address. If you want to change those addresses, […]

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Overdue invoice Reminders

Here’s how it works You can enable automated reminders for the invoices. This sends automated reminder,  sms and emails in 1 days, 15 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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How to customize Orders, Accounts & Field team left navigation

Here’s how to customize Go to Settings on your admin area. Find left navigation customizable options for Account, Order & FTM views. Then you can ON/OFF default tabs by using Active toggle buttons on Active column & save your changes. If want to change default label name, type new label name on the Label text filed & save your changes. […]

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New Stage – 5b) Prospect

After quote is sent, if the job looks promising even though still customer hasn’t agreed to the quote. Job admin can shift to this stage.  

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How to add Purchase order number

Here’s how to configure  Go to Settings > Options. Scroll down & find Enable PO number in enquiries toggle button. Turn on it & Save your changes. Here’s how it work When adding a new enquiry & when customer type is Landlord, Business, Construction Company, Letting Agency, FMC or PB  new row add as Purchase order number. Flobot can recognize PO number is […]

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How to show customer/Engineer notes in schedule views

Here’s how to configure  Go to Settings > Options. Scroll down & find below toggle buttons. Then set your preferences. Save your changes.   Then you’ll be able to see Engineer notes & Customer notes in every schedule view.  

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Automatic Quote SMS Feature

Here’s how to configure  Go to Settings > Options. Then turn on Enable SMS toggle button. Scroll down & find turn on Enable Quotes sms toggle button. Then fill Bitly API KEYS. ( How do I find my API key?) Save your changes. Customer will receive a quote text message when send the quote. This message automatically send by the System.      

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Check-in / Check-out setting for mobile app

Here’s how to configure this setting Go to Settings > App Settings in your admin area. Scroll down & find Enable check-in and check-out toggle button. Set Yes to enable & Set No to disable this section. Then Save your changes.  

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