How to add Purchase order number

Here’s how to configure  Go to Settings > Options. Scroll down & find Enable PO number in enquiries toggle button. Turn on it & Save your changes. Here’s how it work When adding a new enquiry & when customer type is Landlord, Business, Construction Company, Letting Agency, FMC or PB  new row add as Purchase order number. Flobot can recognize PO number is […]

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How to show customer/Engineer notes in schedule views

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.  

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Automatic Quote SMS Feature

Here’s how to configure  Go to Settings > Options. Then turn on Enable SMS toggle button. Scroll down & find turn on Enable Quotes sms toggle button. Then fill Bitly API KEYS. ( How do I find my API key?) Save your changes. Customer will receive a quote text message when send the quote. This message automatically send by the System.      

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Check-in / Check-out setting for mobile app

Here’s how to configure this setting Go to Settings > App Settings in your admin area. Scroll down & find Enable check-in and check-out toggle button. Set Yes to enable & Set No to disable this section. Then Save your changes.  

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Request a customer feedback

Here’s how to configure: Go to Settings > Options. Find out Enable SMS in settings area. Turn on Enable SMS toggle button. Press Save button to save your changes. Here the next step: Go to Settings > App Settings Then Scroll down & find out Enable customer review in  App settings area. Turn on Enable customer review toggle button and Save your changes. Here the last step: Navigate to […]

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Job due date feature

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 […]

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Add a customer or site contact email into MailChimp mailing List

Here’s how to configure Go to Settings > Options in your admin area. Find Mailchimp settings section. ( Flobot MailChimp integration ) Then add your Account Sync list ID on Mailchimp account list id field & Site Sync list ID on Mailchimp site list id field. ( Find Your Mailchimp List ID) Scroll down & press Save button. Here’s how to Sync Account […]

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Quote SMS alert feature

Here’s how to configure: Go to Settings > Options. Scroll down & find quote sms settings area. Turn on Enable Quotes sms toggle button & add Bitly API KEYS. ( How do I find my API key?) Press Save button to save your changes. Here’s how to use this feature: Then view your already send quote. Click the three-dot actions menu & go to Send SMS. […]

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