In order to comply with current & new rules for marketing and use of data Flobot users need to follow a careful procedure for obtaining and marketing to customers.
When collecting user data at enquiry level and when booking and inputting data into Flobot in “New Enquiries” the Flobot job admin has to confirms the following when taking the email address and telephone numbers.
“Your privacy is important to us. We will always use the contact details provided to contact you about your service and provide you with documents directly related to your service (for example, certificates, invoices & job sheets). Please can you confirm, if you are also happy to receive & benefit from updates about promotions, coupons, surveys & news?”
Written By
What is the Flobot?Flobot is simple service software. Flobot helps you run your business better. Taking payments from your customers, scheduling field team members, creating estimates and quotes, invoicing clients, producing reports, managing contractors and employees. Basically, all the functions you need to run your service business. How do they work together?Flobot handles all the day to da...
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 templ...
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 documen...
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. https://imgur.com/a/0IR2QY4 ...