Here’s how it works Here is a quote without assign FTM & appointment date. Here is how it looks when set FTM & appointment date by using Quote badge feature. You’ll be able find i icon on those columns when you set FTM & Appointment date manually. Here’s how to badge a quote Open the quote you […]
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 […]
Here’s how to configure Go to Settings > Options in your admin area. Find Mailchimp settings section. ( Flobot MailChimp integration ) Then add your Account Sync list ID on Mailchimp account list id field & Site Sync list ID on Mailchimp site list id field. ( Find Your Mailchimp List ID) Scroll down & press Save button. Here’s how to Sync Account […]
Here’s how to configure: Go to Settings > Options. Scroll down & find quote sms settings area. Turn on Enable Quotes sms toggle button & add Bitly API KEYS. ( How do I find my API key?) Press Save button to save your changes. Here’s how to use this feature: Then view your already send quote. Click the three-dot actions menu & go to Send SMS. […]
This video shows you how to add a description of works in the quote module in Flobot. This makes it super-fast to build a great looking quote and send it to your customer.
This video shows you how to build a quote in Flobot using the stored price list. Type in the material or service, fitting rate, whatever you want into the description and select from the drop down menu.
You may want to add the dimensions of the artificial grass cuts or carpet cuts into the quote. This information is not shared with the client. But it is useful when making orders with your suppliers or passing it along to the inventory system so it can be cut and delivered to site.
A nice big sticker on the invoice to say this has been paid and also a bigger visual que in the charges section. And for the costs section we need to enable someone to mark whether an invoice has been paid or not
There may be times when you need to alert your whole field team about something instantly and the best way to do this is often with an sms text message. The phones buzzes with an sms text message and so it has a much higher chance of being read. This is a neat feature within […]
The quote module is too clunky in the app and needs to be changed to make it useful. It must have a feed to prefill the costs of materials and labour that are stored in the database. (no-one is going to fill this in in the field from a paper price list). At the moment […]