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 […]

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 […]

Daily Risk Assessment

To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Go to the Settings section and then choose the App settings Under the App settings find out the Risk assessment checklist tab and you can enable or disable following risk assessment settings on there and corresponds will work with the Flobot App; Enable […]

Overdue Quote Reminders

Here’s how it works You can enable automated reminders for the Quotes. This sends automated reminder,  sms & emails in 7 days, 14 days and 30 days. Please use following steps to enable it. Here’s how to enable to a customer Open customer account you want to enable it. Go to edit account. Then scroll down &  find Enable overdue reminders toggle button. […]

Quote badge feature

Here’s how it works Here is a quote without assign FTM & appointment date. Here is how it looks when set FTM & appointment date by using Quote badge feature. You’ll be able find i icon on those columns when you set FTM & Appointment date manually. Here’s how to badge a quote Open the quote you want to assign. Click on […]

Set Warehouse address as collection address for delivery companies

How to add Warehouse address Go to Settings > Warehouse address section on your admin area. Click on three-dot actions menu & add warehouse address. Fill the blank fields & Save your changes. Also you’ll be able to edit or delete Warehouse addresses by using Options drop down on the right side. Here’s how it works When you’re going to add a Delivery or Collection appointment, normally there’re […]