Auto attached account documents for engineer notes

Upload account documents into an account.

• First login to your Flotbot account.
• Then select a customer you want to upload documents & view that account.
• Go to the Document Store tab & Find Account document section.
• Click on the plus icon to upload your document.

NOTE: Once you upload any document, You’ll be able to delete or able to turn off attaching to the Engineer notes.

Here’s how it work?

Once the Flobot user creating a new order for an existing customer with account documents, Those account documents will be attached to the Order notes > Engineer notes section. Then FTMs will be able to see those documents in their Flobot app.

NOTES!

• You can create orders from “new inquires” or “Sites & branches”.
• You need to upload account documents before making orders.
• If you upload account documents after making an order, They will not be attached to the past orders.
• You can turn ON/OFF this auto attaching feature for each document. If you don’t want to attach some documents, simply turned it OFF from the Account document section.
• Turning ON/OFF account documents will not affect the existing orders.