The appointment schedule

We have the schedule and it looks great. We are already ading more functionailty to it. For the schedule that appears undernath the appointment we need to make it loo like below. Points to notes 1) It needs to be 3 months to show recurring appointments 2) Ideally it can scroll to show another three months 3) The FTM name […]

Bespoke setting for individual accounts on the app and jobsheet

So, we have some clients who want to be able to insert questions, tick boxes into the app based on the requirements of an indivudual acount, but also a default for all the accounts. Here is how I think it should work 1) In the global settings we have the default settings for the app 2) This settings can be […]

Invoices and payments in Flobot

We have a very comprehensive invoicing and payment system. It works beautifully but it is ugly. All images are at the bottom of the page. 1) We are going to change the tab ‘Charges’ to ‘Invoices & payments’ 2) We need to make a table that contains the invoices that have already been emailed out. This is easy because we […]

Tweaks to the Field team members schedule

We are getting close to having a very good Field Team members schedule, probably the best on the market. Here is what we need to do to guarantee our success. All images at bottom of post in order. 1) Open the slots. We need to get these slots open right from the start. Becasue when we upgrade the qizard it […]

Updated Flobot scheduler features and bugs to be solved before release

The updated scheduler is looking great. Lots more fuunctionality. A few bugs to clear up before release The appointment I just made has not appeared in the schedule although it appears in the appointments tab When making the appointment the confirm button is way over to the right and has a lot of scrolling I think we need to hide […]

Complaint flag advanced search in Flobot

We have the complaint flag feature and the warning tag. Both are used to identify a customer who has a problem or has made a complaint or that the user doesn’t want to do any work for again becasue the customer is a pain in the arse or whatever. At the moment we flag it so that the marketing siftware […]

Schedule enhancement colours

We need to make a colour change to an appointment where the job sheet has been completed and submitted successfully. And we need to insert a line break in the schedule for multiple appointments in the same slot to make it look nicer.

Organize the advanced settings section in Flobot

At the moment we have hundreds of settings options in Flobot. This is a good thing because it makes it very customizable. However, we need some more organization around it as some settings are not in the right place. We should do this is 2 sections. This first move will allow us to evaluate the second stage where we may […]