Flobot able to automatically notifies customers & FTMs before the appointment start. You can customize these notifications from the Settings section.
Now you can see the above options,
• Enable appointment reminder email: You can enable or disable an appointment reminder by this toggle button.
• Enable appointment reminder SMS: You can enable or disable an appointment reminder SMSs by this toggle button.
• Appointment reminder before: You can select your email reminder that will go to before hour, day or week from the dropdown.
• Enable appointment reminder: You can decide that email reminder will send to whom, customer, Engineer or both.
• Send FTM details: When you enable this button email reminder to include the FTM details. And you customize it, what details should send name, Telephone no, Email address, Picture you can enable or disable it by other toggle buttons
Written By
Now you can view the delivery status of the email and the SMS sent to the customer and the FTM through the order log ( Quotes , Invoices and Appointments ) Email delivery results Green color states as the Email or the SMS has been delivered Yellow color represents the emails that are yet pending, Bounced backed and spammed ( Once you take the mouse cursor to the ...
You can now view all the jobs been scheduled for the relevant FTM in just 3 clicks. Points to note In order to get this latest update make sure to uninstall and reinstall the App for both IOS and Android The List of the jobs are shown in descending orde...
This article will guide you how to send Supplier sheet to Supplier using Supplier sheet V2 Note: This option will only work once the items in Flobot are been assigned to suppliers First, login to Flobot and open an order.Go to Quotes & sheets section an...
This article will guide you how to send the cost to Xero as a bill First login to Flobot and open an order Go to the costs section and add a cost Simply click on send to Xero...