Editing company settings

  1. Enter your company name. This is the full title of your business, whether you’re a sole trader, a limited company or a partnership. It’s the name that will appear on the bottom of all of your documents such as invoices and quotes.
  2. Enter your brand name. This is how your business is known to your customers, and is usually a shortened version of your business name. In the example above, Greendale Plumbing Services are a Limited Company, but they are known as Greendale Plumbers. Your brand appears on emails, SMS‘s and documents such as quotes or invoices (e.g. ‘Hello from Greendale Plumbers’)
  3. Enter your contact address – you can do this by entering your postcode and then clicking the lookup icon.
  4. Enter your company number (optional) – this will also appear on your documents, next to the address.
  5. Click ‘Save’ to go to Step Two

Step Two

  1. Enter your SagePay vendor identification code where – this tells Flobot which SagePay account to connect to when performing credit and debit card transactions. If you’re not using Flobot’s card processing feature you can leave this field blank.
  2. Enter your VAT or sales tax number. Your VAT number will appear on all of the invoices you send. If you’re not VAT registered you can leave this field blank.
  3. Enter your VAT or sales tax rate. VAT will be applied to all of your sales at this rate and itemised on your invoices. If you’re not VAT registered you can set this field to 0% and VAT will not be applied to any of your sales. Your invoices will also exclude any mention of VAT.
  4. If your subscription includes the ability to theme your Flobot experience, you can choose which theme you’d like to use here.
  5. FTM commission scheme – when set to ‘ON’ this setting allows you to incentivize your Field Team Members by paying them a commission when they upsell to your customers or refer new work back to the office. For further details on how you can utilise this feature please see the help guide.
  6. Referral scheme – when set to ‘ON’ this setting allows you to create a customer referral scheme to increase sales by offering reward points for new business that is referred by that customer.
  7. PAYE scheme – when set to ‘ON’ this setting will automatically assign labour costs to your jobs where the FTM is employed by you.
  8. Auto allocate – when set to ‘ON’ any enquiries that are logged will be automatically allocated at random to a team member. This feature is especially useful in a call centre environment where it’s important that everyone has a consistent work stack..
  9. Timeslot period – you can let Flobot’s scheduling system work the way your business works by changing the slot times here. You can choose between 30 minutes, 1 hour, 2 hours and 4 hours for complete flexibility, and you can even change these settings at a later date, and Flobot will automatically reallocate all of your appointments
  10. FTM missed appointment penalities – you can choose to levy a penalty against your FTM’s if they miss an appointment and this will be automatically entered in if you close an appointment that was missed. IF you set this feature to ‘ON’, you can set the rate at which the penalty is applied.
  11. Appointment deposits – when this is set to ‘ON’, every time an appointment is created, FTM’s who are set as sub-contractors will have a charge applied to their account which will be removed when the appointment is successfully met. You can use this feature to encourage your subcontractors to hand in job sheets or supply you with a quote. If you choose to enable this feature, you will be prompted to set the rate that will be applied.
  12. Terms and Conditions URL – you can enter the URL where your terms and conditions are kept and a link to these will be displayed on your invoices and quotes. Completing this URL will mean you don’t have to accompany all of your documents with your full terms and conditions, saving you time.
  13. Send customer new account email – enabling this setting allows you to send an e-mail to your customers that includes a link to their self-serve portal, along with a user name and a temporary password. (Enterprise licenses only)
  14. Callout charge – when set to ‘ON’, Flobot will add the callout charge that you set in your pricing list for that type of work when the FTM completes an e-jobsheet

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