Add a customer or site contact email into MailChimp mailing List

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 […]

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Quote SMS alert feature

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. […]

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Paid on invoice Flobot

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  

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Changes to the quote module in the app

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 […]

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Update to the Ftm details of the job on Flobot

We need to move this box to the customer notes. The we need to rename Customer note to ‘Order Notes’. We have 2 boxed, one for customer notes and one called ‘Engineer notes’ In the engineer notes we need to be able to add files from the document store, the quotes and the project sheet from […]

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Add logos to the map on the dashboard of flobot

So, we have a really cool map that shows where all of the engineers, field team members and estiamtors are at any point in time. Here’s what we need to do next 1) Swap the current place indicator for a logo or a picture of the customers vans 2) Have a button that makes the […]

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