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 […]
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 […]
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.
You can create a quick invoice in the charges section using the price list stored in the settings under ‘quote items’. This means you never need to remember the prices or look them up for your labour or materials. Here’s how to do that.