Customer quoting tool internal enhancements

Our clients tell us that the quoting tool is one of the best features of Flobot. Here are a few enhancements to make before we embark on the quote template system. 1. At the moment it only allows the user to select days and we need a further drop down menu to allow them to select hours, weeks, months or even […]

How to get your customers to pay for their services online

If you have the payment gateway installed Flobot allows you to take payments from your customers for the services you have provided or perhaps a deposit by sending out a payment link. The customer can enter their card details and pay much like purchasing something from Amazon or another online shop. This can save a lot of time on the […]

Unlimited customer contacts

In an account or an order we need to be able to add additional client contacts that need to be searchable. For example. You may need several contact at Head office in the accounts page. You might need several diffrent contacts at the site. You also need to be able to select which contacts to make primary and when it […]

Template colour control update

To add a new setting to control the colour on the template for the last boxes highlighted.

Trading names, nicknames and organisation settings explained

Flobot allows you to customize the data you see. For example, you might not be interested in allocating a particular engineer for a job but you want to allocate a company instead and let them figure out who they are going to send. You might have a client with 50 sites that you need to catalogue and you might want […]

Invoice description on ‘Other’ and discount upgrade

Upgrade the invoice templates so that the charge description is displayed o the invoice when the ‘Other’ option is selected. The discount option strangely works on a discount code system which isn’t useful. There is no way to remove money from the invoice. This needs to be addresses with adding a value into the ‘add discount’ tab that takes money […]

Footer removed from bottom of invoices

We had several requests to remove the footer from the bottom of the default invoice template because when the client printed them out they were sometime rolling over 2 pages and causing an extra page to be removed. As the footer replicated the information on the top of the invoice anyway this seemed a reasonable request and so it has […]

Additional selectable Invoice templates

In the ‘settings – template’ we needed to be able to put in at least 2 templates (or more) for the user to select either one when sending an invoice. Here’s how it works. When you edit an account (if you need to see how to do that go here: How to edit an account in Flobot we have added a switch that […]

Nickname & Trading name feature expansion

In the settings => display there are a number of options that control which data is presented in the order table. So when the selection for ‘trading name’ is made for example the order table displays that data instead of the field team members name. (1st image) However, this is the only art of the system where these changes appear […]

Additional user generated Identification numbers

  UD Client number: Purchase Order Number Factoring Number How this data will be input into the system The Purchase order number is already in the system and can be found under ‘edit overview’ => edit order the it appears in the table The same process should be repeated for the Factoring Number. (Factoring is where a company sells the […]