Quote Template Categorize

You can save a quote template on a flobot to use in the future. Now quote template can be categorized. All the quote templates are already in the default category. you can customize it. Firstly you should add quote categories Log to Flobot and go to settings Select the templates tab and click the Quote template category list Then click […]

Message Bird SMS delivery confirmation

Once an appointment is been scheduled or when a quote has been sent to a customer. Once the text message is sent , you get the delivery stats in the order overview When the apppointment confirmation is sent you the stats as below. If the confirmation text was delivered, it is shown as message sent If the confirmation message was […]

Quote Stats

Now you can see the statics of the quotes which was sent and the revenue generated by each one who sent the quotes in 3 steps. Monthly stats Yearly stats All stats

Duplicate account prevention

When putting up details for a new customer, when you go to the email field and type the email ID, if its an existing customer it indicates in red. When you click on the link the order gets created for the existing account. When putting up details for a new customer, when you go to the email field and type […]

Booking out a Field team members 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 […]

Pay FTMs for labour

Using our new feature users will be able to add FTMs payments simply without doing manual calculations. This is only for ServiceTeam company. Add FTM payment into the cost section. Go to the order you want to add FTM payments. Click on the Chargers tab & find the PAY FTM button under the Customer chargers section.NOTE: When some conditions failed […]

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 […]