Here’s how to configure Go to Settings > Options in your admin area. Scroll down & find Enable order due date toggle button. Turn on the setting & Save your settings. Here’s how it works When you’re going to add a new enquiry there’s a new row named as Order due date to set due date for that job. In default Jobs […]
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 […]
Here’s how to configure : Goto Settings > Company info in your admin area. Scroll down & find FTM location matcher. Select Geolocation option on drop down & save. Then find Map location Selector drop down & enable this feature. Now your system ready to use Geolocation selector. Here’s how to use this feature : Once your system is configured You can see a Map marker icon beside the […]
Here’s how to configure : Goto Settings > Company info in your admin area. Scroll down & find FTM location matcher. Select Google address search option on drop down & save. Here’s how to use this feature : Once enable this feature you don’t want enter full address manually. Start typing your address on Address line 1 & then it pop ups […]
Sometime you might want to have multiple templates for your invoices. Maybe different bank accounts, different companies, BACS numbers instead of card payments etc. Whatever the reason you can set up multiple templates and select the one you want to send the customer when you are issuing them with an invoice. Here is how to […]
Flobot: How to allocate a payment to a contractor and register that you have paid them. Very simple to do in Flobot. Watch the video below
Flobot: How to enter description of works completed for customer to see on the invoice. In Flobot this is very simple to do and there are many ways to do it. The simplest is to create the charges from the quote. Watch the video below on how to do that.
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.
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 […]