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 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 […]
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, […]
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 & […]
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. […]
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.
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 […]
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. […]
Introduction Go to All Customers > SMS Campaign on header navigation bar. When customer place an order by using ServiceTeam word-press plugin, his or her account automatically add to WP sms subscribe list. (1) Using SMS windows you can send your customized SMS to required customer. (2) Here’s how to send SMS There’s a URL Shortener tool if […]
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.