Customized PDF footers for credit account customers

You can set different adverts on the footer of invoice PDFs for different customers. So we have two types of customers as credit account customers & non-credit account customers (With terms/ Without terms). Customize the with terms/ without terms templates Click the top right corner ⚙️ icon and go to Settings. Go to Templates and select the System templates. Choose […]

Sending of Job Completion Mails Manually

This article will guide you how to send job completion email manually. This email will be sent out to the customer. First, login to Flobot and open an order. Go to the charges section. Click the burger icon under Customer Charges. Then click on “Send order complete email notification” Note: This option will not be available if your order has […]

Send customer email

Create or change customer email template Go to Settings > Template. Select the System template & click on the Manage sub template option. To create a new template. In the top right, click on the burger icon & select the Add template. Then select the template category as Customer appointment booking email. Insert the template Title & Template body in the description. Click Save to […]

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 […]

Forcing field team members to add images

To get started, make sure logged in to the Flobot admin portal. Force to add images into the job sheet Go to Settings > App settings. Scroll down & find the ‘Minimum number of job sheet Images‘ spinner. Then set a minimum number of images required for job sheets. Force to add Quote description of work proposed images into the Quote Go to Settings > App […]

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 […]

Multiple checklist feature

Using multiple checklist feature, companies will able to send single or multiple checklists to the FTM How to add checklist templates First, login to flobot and go to settings. Then go to the “App Template” tab. Add a new template, Select “New Template” from Template option dropdown. Give a template name on “template name” textbox To add checklist items, use […]

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 […]

Order priority levels

An order’s priority defines its importance in relation to other orders, so it helps your users determine which orders should be tackled first. Flobot comes with a set of predefined priorities. You can also choose different priorities for your orders. NOTE: Users can set priority levels when adding a new enquiry. Once you set a priority level, it can’t be […]

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. […]