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. […]
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.