Doughnut Feature

Doughnut is a feature that simplifies all the tasks in the flobot app. If your company Field Workers think that Flobot app is so complicated, you can use this feature. How to enable Doughnut feature on flobot First, Login to Flobot and go to settings Then click App Settings on the left side menu Then turn on “Enable Doughnut” setting […]

Complaints Procedure

Once the user adds a complaint flag on any order, the Complaint flag icon appears in the Green color until passing the 2days. Then it will appear in Yellow color until passing the 4th day. On the 5th day, icon appear in Red color. Also, it will notify the specific email address by sending a notification email. NOTE: Red color […]

Recall/In Warranty Appointments

When the user booked a remedial appointment to any order, Flobot will send an appointment confirmation to the customer. Its includes Appointment details, Job address details, Order summary and FTM details. NOTE: This is a pre-customized email template. Users are unable to customize the template from the settings section.

7b reminder notifications

When the job is left at stage 7b for longer than 48 hours then Flobot will send a reminder SMS & email to the site contact details. Customize your email template. Go to Settings > Templates. Click on the System template. Then select “7b reminder email template“ from ‘Select template to edit‘ dropdown. Customize the template as you wish. Make […]

How to change the colours of the ftms in the schedule V3

You can select a unique color to each FTM, when you add new FTM to a company and edit an existing FTM in a company. Add FTM schedule color. Log in to the Flobot system and go to the field resource section. Click hamburger icon in the top right corner and select “Add FTM”. Add the “Schedule colour” with all […]

Managing User Service Levels with oversight

When the user makes an order & it has stayed at a stage longer than the agreed service level time of that stage then an alarm clock will appear color “Green”, “Orange” or “Red” depending on how overdue. NOTE: Oversight feature is only available in ServiceTeam. The alarm clock appears in the default order list & order overview sections. If […]

Reset your password

You can reset your password for security reasons or if you forget it. Reset your FTM password on flobot app Open the flobot app on your android or apple device. Tap on “Forgotten your password?” text on the login screen. Then type your login email on the text box and click the “RESET MY PASSWORD” button. Then check your email […]

Appointment reminders

Flobot able to automatically notifies customers & FTMs before the appointment start. You can customize these notifications from the Settings section. Log to the Flobot web and go to Settings. Scroll down and select the FieldNet. Now you can see the above options, • Enable appointment reminder email: You can enable or disable an appointment reminder by this toggle button. […]

Quote deposit acceptance feature

How to enable quote deposit payment process Go to the Settings section. Scroll down & select Quote Settings. Then go to the Options tab in the Quote Settings. Turn on Enable quote deposit payment process & click save. Here’s how it works Using this feature Customers will be able to accept their quotes, make deposit payments & confirm their appointments […]

Project Sign-off Zoho form feature

This feature will only work on serviceteam company. With the Project Sign-off feature, we can assign department based Zoho forms to fill on job completion. Also, we can change the form if order charges exceed some predefined value. How to add Zoho form links for departments First, login to flobot and go to settings Click “Departments” then click options dropdown […]