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, […]

Read More >

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 &  […]

Read More >

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. […]

Read More >

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.  

Read More >

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 […]

Read More >

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. […]

Read More >

SeviceTeam SMS campaign for WP plugin subscribers

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 […]

Read More >