Chasing FTMs for Quotes

NOTE: Quote chase feature only available in the ServiceTeam Send chase WhatsApp message If an order has appointments, users will be able to send the chase message to each FTM. First, you need to open the order you want to send the chase message. Go to the Order notes section. Click the burger icon in the Customer notes area. Select […]

Multiple checklist feature

Using multiple checklist feature, companies will able to send single or multiple checklists to the FTM How to add checklist templates First, login to flobot and go to settings. Then go to the “App Template” tab. Add a new template, Select “New Template” from Template option dropdown. Give a template name on “template name” textbox To add checklist items, use […]

Multiple risk assesment Zoho forms feature

Multiple risk assesment feature allows you to use multiple zoho forms instead of one form in daily risk assesment. Turning on this feature will replace the previous daily risk assesment feature. How turn this feature on and configure First login to Flobot, go to settings, Then click on “App Settings” tab. Click on “Risk Assesment Checklist” tab, Then enable “Enable […]