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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Track user activities in Flobot

How to view Task list Go to Users > Select the user Click on Options drop down list & select Activity log Here’s how it works After user has viewed the Order overview and then search from Activity log it will shows that order with its relevant order number(EX:- MTX68883) After user has viewed the Account overview and then search from Activity log it will shows […]

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Set Warehouse address as collection address for delivery companies

How to add Warehouse address Go to Settings > Warehouse address section on your admin area. Click on three-dot actions menu & add warehouse address. Fill the blank fields & Save your changes. Also you’ll be able to edit or delete Warehouse addresses by using Options drop down on the right side. Here’s how it works When you’re going to add […]

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Quote v2

What’s new in Quote v2 Quote has a new look for the features you already use, plus new way to edit your quote items. Here are some Highlights. Try the new Quote To get started, make sure logged in to the Flobot admin portal. You might need to sign in. In the top right, go to  […]

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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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