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 put in more fields and advanced settings.
New settings left hand menu and positions for existing buttons
Company info – everything the same except move terms and conditions and logo upload here and remove the VAT number and rate to the financial section
Menus – (formerly Navigation) – Stays the same
Templates – Remove all the colour control elements except anything that controls the colours on the templates
Table displays – (formerly Display) – Stays the same + theme, dashboard filter, quote tracking, colour control, logo upload (yes I know this in here twice)
Coverage – Stays the same
Schedule (new category) – Put in times slots, start and finish times (from the company info menu)
Financial (new) – Break this into sections – Payments – Sagepay, card payment lock, debit card surcharge, credit card surcharge, amex card surcharge
Charges – billing blocks, call-out charge, VAT number, VAT rate
Invoices – include full site address on invoice
Users (new category) – Auto allocate
Field Resources – in addition to the actual engineers names that should go on the bottom of the page we need to add – FTM Commission Scheme, FTM payment split, refereela scheme, PAYE scheme, missed appointment penalties, appointment deposits, send appointment pdf to FTM,
Customers (new section) – Send customer new account email, send customer close order email, send customer cancel order email
Archive these categories but don’t delete them (Labour charges, suppliers, discounts, price list – make a default here so we don’;t have to keep adding this),
Fieldnet and app – stay the same but combine onto one page
Marketing (new category) – CCC, Referral sources, enquiries auto-publish
Xero – stays the same
Let’s start with this and see how it looks. Then we can make more changes.