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.
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 […]
Go to file viewer (my files app) in your android device. Then tap on internal storage and three dots menu in the top right-hand corner. Select settings on three dots menu and turn on “Show hidden files”. Then you can see “.Flobot” folder in the internal storage. Tap the “.Flobot” folder and you can find out all the images of […]
Flobot allows you to attach already existing documents into the engineer notes section. Simply go engineer notes section & click on the burger icon on the right corner. Then you will be able to attach existing job sheets, quotes, project sheets, account documents & more.
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]