wordpress plugin departments map to flobot

you have already department and sub-department in flobot and WordPress plugin. There is an option to map plugin departments and sub departments to flobot. Go to Settings -> Departments You can see the above department separately as a flobot and plugin(WP). Click the plugin department option and select edit. Then match the plugin departments to […]

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Internal Price List Improvements

Export quote items Export all quote items into a single file that you can import into Flobot. In the top right, Go to Settings. Scroll down & click Internal Price List. In the top-right menu, click Export all data to CSV file. Import Quote items After you’ve exported your quote items, you can update values […]

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Quote Deposit Payment Process

Turn on quote deposit payment process Go to Settings > options. Scroll down & find Enable quote deposit payment process toggle button. Turn on it. At the bottom of the page, click Save changes Use quote deposit payment process Once you have enabled this feature, the customer will be able to accept quote & pay deposit […]

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ServiceTeam Parking & Congestion charges

before using this feature you have to set up some settings. Note: This features works on service team only… How to add automatic parking charges into Labour type quote items Here’s how to enable quotes include parking. You have to go order account overview. click edit account right side corner. turn on the ” Enable […]

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Whatsapp messages with pre-filled text

This feature only work on Serviceteam company. Now you can send Whatsapp messages with pre-filled text to account/site owners. Currently, there are five pre-defined message templates on different scenarios. Here are five Whatsapp templates 01. Review Request Template This message requests to create a review about serviceteam from site owner. You can follow the below […]

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FTM document expiry reminder feature

First login to Flobot . Go to an FTM. Go to document store. Now you can see all uploaded documents for that FTM. This feature will send an email to FTM, if a document is about to expire in next 21 days. Also, serviceteam will receive a copy of this email. Go to FTM Overview […]

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Quote reject reason

Some times customers want to reject the quotes. The customers can select the reason for rejecting the quote in the system. If there is no reason to select in the Reason for rejection dropdown, you can select other and fill your quote reject reason in the relevant text box. How to add customized quote reject […]

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