Upgrade the app to allow FTM Field Team Members to create an appointment while still in the field. Schedule upgrade / optional view Customer search in app Ability for FTM to see ‘engineer notes’. Historical notes that are shared with the engineer. FTM to be able to download ‘FTM pdf’ from the quote Assets to be listed […]
When seeing all the schedules in one go the link takes us to the ‘add new customer’ screen which is correct. There is no link for an individual schedule however so it should link to ‘Book a misc slot’ page.
We need to be able to add custom fields into that drop down menu of the charges form (as below) so they can put in the types of Grass they have (we won’t put prices for it in here yet, it will interfere with our other pricing project) When it comes to the end of […]
Swap out the ‘Sector’ and put in the appointment date and time instead. This is much more useful for a quick information update to a customer on the phone and saves a lot of clicking.
The schedule looks great and it is easy to see what is happening with the appointments becasue of the colour coding. The next stage is to make it easier to find the schedule that you are looking for among several schedules. This can be accomplished by colour coding the top bar as in the image. […]
So we have a schedule that works brilliantly for immediate dispatch or selection of an individual Field Team Member to a client at any point in time. However, we have a scenario where the user is looking or the availability of a team and not a specific FTM at some time in the future. They don’t […]
or maybe it should be called: FTM / Sales estimators areas covered and skillsets logic upgrade. So, imagine you want someone to cover only a specific set of areas unless some other event occurs when it can be overridden. For example, one person covers 100 mile radius or certain postcodes unless a condition is met […]
We need to lock the time-slots as we scroll to the right to make it easy to see what time we are booking.
A video on how to send an invoice from Flobot and cc someone else in.
This is the Easigrass Flobot project roadmap. Comments and suggestions may be added by any member of the team. Points to note Writing new code, testing it and delivering it is not like trying on dresses. It takes a lot of time and frequently delivery times come and go because it is complex. What may seem like […]