Adding the project sheet or supplier sheet

So we now have a very cool supplier sheet an a very cool project sheet. Both sent as pdfs and a record of both in the quotes tab. Next we need to put a copy in the document store as a pdf. Then in the Details of the job that is shared with the FTM […]

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Add logos to the map on the dashboard of flobot

So, we have a really cool map that shows where all of the engineers, field team members and estiamtors are at any point in time. Here’s what we need to do next 1) Swap the current place indicator for a logo or a picture of the customers vans 2) Have a button that makes the […]

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Further enhancement to quote module

That quote item upload is just awesome. It has saved me so much time, I just love it. And the quotes (bar the selectable images that we need to get back in there) are working brilliantly. But we are the victims of our own success here. There is too much going on in that line […]

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Adding custom fields into the charges drop down menu in Flobot

At the moment we can add custom fields into that drop down menu of the charges form (as below). To make your job easier, so let’s take it step by step. Starting out First of all, you have to navigate to the “Settings” -> “Order Items” and the click on the cabinet icon on the […]

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More interesting statistics project for Flobot

Not that we want to start designing sales and estimating software because that’s not what we do and we would be better off connecting with Goldmine or Salesforce for this, but we still have some good data in the system that would be useful for the estimators / sales teams. We already display a lot […]

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Attachments in app project

If we can allow an attachment in the ‘Details of the job (information shared with FTM) that will appear in the app then this is a massively useful feature. So, pdf attachments, word, images whatever, maybe even video. This will mean that when preparing a project for the Field Team Member, no paper will be […]

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