Unlimited customer contacts

In an account or an order we need to be able to add additional client contacts that need to be searchable. For example. You may need several contact at Head office in the accounts page. You might need several diffrent contacts at the site. You also need to be able to select which contacts to […]

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Trading names, nicknames and organisation settings explained

Flobot allows you to customize the data you see. For example, you might not be interested in allocating a particular engineer for a job but you want to allocate a company instead and let them figure out who they are going to send. You might have a client with 50 sites that you need to […]

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Invoice description on ‘Other’ and discount upgrade

Upgrade the invoice templates so that the charge description is displayed o the invoice when the ‘Other’ option is selected. The discount option strangely works on a discount code system which isn’t useful. There is no way to remove money from the invoice. This needs to be addresses with adding a value into the ‘add […]

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Footer removed from bottom of invoices

We had several requests to remove the footer from the bottom of the default invoice template because when the client printed them out they were sometime rolling over 2 pages and causing an extra page to be removed. As the footer replicated the information on the top of the invoice anyway this seemed a reasonable […]

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Additional selectable Invoice templates

In the ‘settings – template’ we needed to be able to put in at least 2 templates (or more) for the user to select either one when sending an invoice. Here’s how it works. When you edit an account (if you need to see how to do that go here: How to edit an account in […]

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