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 template" from 'Select template to edit' dropdown.Customize the template as you wish.Make sure to Save your changes. Please use below pla...
|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 day management of your business. It can also take payments from your customers and issue you invoice. But you can leave that job to Xero or QuickBooks or Sage One if you like and invoice from Xero or QuickBooks or Sage One. These are can reconcile your bank statements and show you your cash flow in real-time. If you record a payment in Xero or QuickBooks or Sage One you can export this data back into Flobot and so the two systems can work together to keep all your data up to date.
|What are the Accounting software packages Flobot Supports|
|What is Xero?|
Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation, inventory, purchasing, expenses, bookkeeping and more. Xero is the alternative to QuickBooks. It’s modern, small business accounting software that lives in the cloud.
We started Xero to change the game for small business. Our beautiful cloud-based accounting software connects people with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration. We’re proud to be helping over 2 million+ subscribers worldwide transform the way they do business.
Pricing? ——->>>>> https://www.xero.com/pricing/
|What is QuickBooks?|
QuickBooks is Intuit Inc’s set of software solutions designed to manage payroll, inventory, sales and other needs of a small business. The software’s features include marketing tools, merchant services, product and supplies, training solutions. Each solution is developed according to different industries and their needs.
These software solutions are used to monitor expenses, create invoices and reports, track change orders and job status, and manage inventory, customers, vendors and employees. In addition to these industry-specific packages and their corresponding capabilities, Intuit offers add-ons to Quickbook versions as well as third-party tools that integrate with Quickbooks in order to enhance current functions.
Pricing? ——->>>>> https://quickbooks.intuit.com/global/pricing/
|What is Sage One? |
Sage One is a cloud-based accounting and invoice management solution for small businesses. It offers core accounting, project accounting, expense management and compliance management within a suite. Sage One manages all the documentation and processes required in business payments such as price quotes, estimates, statements and invoices.
The solution offers integration with major banks across the US, allowing users to import all payment transactions automatically. All information is available in a single dashboard, which allows users to stay up to date on their cash flow and pending payments. Sage One also features tax management, which calculates applicable taxes using the transaction data. The product also offers cash flow forecasting, which allows users to estimate the cash requirements in the future based on historical transactions.
Pricing? ——->>>>> https://www.sage.com/en-gb/sage-business-cloud/accounting/pricing/#products
|How to connect with Flobot and work with the Flobot|
- Go to the Settings > Account API
- Account API settings > Xero/QuickBooks/Sage One > Click on connect to Xero/QuickBooks/Sage One
- Go to your Order > Charges section > Customer charges & Customer payments
- In there you can find out the Xero/QuickBooks/Sage One payment options and so on