Note: This features works on serviceteam company only
Create new promocodes
1.Go to settings 2.Scroll down and click promocodes 3.Add FTM promocodes
Fill promocode range (start No. and end No.). this number should be four characters. enter the discount and select any FTM. finally enter the FTM commission and save.
SettingsPromocodesmanage promocodesAdd FTM promocodecreate new promocodes
Use promocodes to enquiry
When you creating new enquiry you can enter above created promocodes. if you use wrong promocodes the system will show error message.
Enter promocodeWrong postcode
Redeemed promocode discount
Go to order promocode entered.
Then click charges
If you want to add discount you should click Redeemed button(make sure all the charges you already entered)
Add FTM commission
Go to settings
Click promocode
Select relevant FTM and click option
Add FTM commission
Click save
NOTE: Description / Details and Amount (£) fields are automatically filled by Flobot.
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
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