How to block/unblock time slots in the Field team schedule

Blocking or unblocking a time slot or booking a misc slot in the Field team schedule is similar to doing so in the system. Have a look at the following steps.   1. Go to the Field resources section. 2. Select a field team member you want to block or unblock slots. 3. Click Options > View. 4. Click the […]

Update to the Ftm details of the job on Flobot

We need to move this box to the customer notes. The we need to rename Customer note to ‘Order Notes’. We have 2 boxed, one for customer notes and one called ‘Engineer notes’ In the engineer notes we need to be able to add files from the document store, the quotes and the project sheet from a drop down menu. These […]

How to block and unblock slots in the schedule: Flobot

How to block and unblock slots for field team members in Flobot. If your slots are greyed out or all in grey you need to open them so you can accept more bookings. This is used to limit bookings for sub contractors who may be blocked by default. Watch this video on how to block and unblock the slots to make them […]