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 catalogue and you might want to give some a nickname or site name to make them easy to identify for yourself.

There are many different scenarios and Flobot caters for them. Below in images you can see which settings correspond to which data.

quotes_job_name payments_job_name field_resources_view_schedule_customer_name enquiries_job_name appointments_job_name appointments_field_resources_name

 

 

 

 

 

 

 

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