This feature will only work on serviceteam company.
With the Project Sign-off feature, we can assign department based Zoho forms to fill on job completion. Also, we can change the form if order charges exceed some predefined value.
How to add Zoho form links for departments
First, login to flobot and go to settings
Click “Departments” then click options dropdown on a department and select “Types”
Then click options dropdown on a department type and select edit
Now scroll down and paste your Zoho form link URL to ” Zoho form link ” textbox and click save.
How to add override Zoho form link
Department based Zoho forms can work alone without using override feature. This will replace department based Zoho form with a new form if order charges exceed some value.
Go to settings then go to App settings
Select “Project Sign off sheets” tab
First, turn on “Enable Zoho form override”.
Then type override value on the text box.
Paste override Zoho form link on ” Zoho from override link ” textbox.
If order charges exceed override value, the Department Zoho form will be replaced with override Zoho form.
How it works on the app
First, login to flobot app and select an appointment.
Go to “Project Sign-off sheet” tab and fill the zoho form
Fill other necessary info and submit the jobsheet.
How it works with override feature on the app
When override feature enabled with a value, open the app and go to charges tab.
If Total charges value exceed the override value we entered before, go to “Project Completion sign off tab”. then you will able to see override Zoho form. Otherwise, you will be able to see department based zoho form.
Fill the form and submit the jobsheet with the necessary info.
How it works on flobot
The “Project sign off sheet” section will be attached to the jobsheet. So open it.
You can click the link and download the attached zoho form.
To get started, make sure logged in to the Flobot admin portal.
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