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 […]
Here’s how to configure Go to Settings > Options. Scroll down & find below toggle buttons. Then set your preferences. Save your changes. Then you’ll be able to see Engineer notes & Customer notes in every schedule view.
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 […]
Sometimes you need to keep a record of new enquiries. Even if they are for existing clients. A list of jobs to do and a record of the success in contacting the customer. Gere is a video of how to do that.
Flobot allows you to save a lot of time when creating a quote or estimate because you have the ability to upload a product price list. This works for both labour pricing and materials and you can upload as many price lists as you like. Both the buy price and the sell price can be […]