Booking out FTM availability

You can book a FTM time slot from the Flobot web or Flobot app. How to book a slot from flobot web Log into flobot web and go to field resources. Select any field team member you wish to book a slot for Then click the right side burger button and choose the book/unbook misc slots. Now you can tick […]

Whatsapp Reminder Messages

Note – This feature is only available for serviceteam company Review Request Go to an order Then go to Charges Click the Burger icon on the “Customer charges” tab And click Send “customer an invoice” Click the “Yes” button on the invoice window, then you will be redirected to the WhatsApp Whatsapp message will look like the below message Deposit […]

How to Block and Unblock FTM’s In Flobot

To get started, make sure logged in to the Flobot admin portal. You need to sign-in. Firstly, go to the field resources and select the necessary FTM you want. Then go to FTM schedule, and press the hamburger icon and select Block/ unblock slots When you arrive that page, you will see a page like this, and if the particular boxes […]

FTM Review Retention

To get started, make sure logged in to the Flobot admin portal. You need to sign-in. In the top right, go to  Settings > Options. At the bottom, find Enable review bonus toggle button. Then turn on “Enable review bonus” toggle button. Insert the percentage of Review retention target hit.  Then go to the Field resources section. Choose FTM you want to enable review retention & edit […]

How to book out slot/s or leave for the Field Team Members

1) Go to the Field resources and select your Field Team Member (FTM). 2) In the FTM overview page select the FTM schedule tab or at this stage, you can press the Book/unbook misc slots by clicking the three-dot actions menu in the top right corner 3) After selecting the FTM schedule tab you can select Book/unbook misc slots by […]

Field Team Member zone search

Every flobot field team member has relevant working areas. you can search FTMs by entering a postcode and you can find out which FTMs work on the relevant postcode area. Go to field resources and click right side burger icon Then click the view field team member zones Now click the FTM zones search button Enter a postcode you want […]

Sync Flobot with outlook calendar

This feature will allow you to sync your appointments & time details to the outlook calendar. To get started, make sure logged in to the Flobot admin portal and go to settings. Then go to the “Outlook API” tab. Click the “Sign in” button and then log in to your outlook account. Then there will be two date pickers to […]

How to use the capacity schedule in Flobot

To get started, make sure logged in to the Flobot admin portal. You need to sign-in. First, you need to setup FTM account for Capacity Schedule Go to the Field Resources section in the Flobot and select Add Field Team Member. Fill the necessary information and make sure to select the Field team type as “Capacity schedule” and finally save it. […]

Route based Geo-location (Geo Scheduling)

To get started, make sure logged in to the Flobot admin portal. Then go to “View All” Under schedule tab or use this link (https://www.myflobot.com/appointments/view-schedule-calendar.asp) Select an FTM from the selection dropdown. Then click the navigation icon on each day to view the geo route. Geo-Route Map will appear like this. Following video will show you how to work with […]

FLIM integration with Flobot

How to connect FLIM with flobot First, Login to FLIM with this URL http://flim.myflobot.com/v2/ Go to “Flobot API Settings” on the sidebar. (you will need these Flobot settings later) Now open a new tab on your browser and login to Flobot Go to settings and then click on “Flim Integration” tab Now copy Warehouse ID, API User ID, URL From […]