To get started, make sure logged in to the Flobot admin portal.
Force to add images into the job sheet
Go to Settings > App settings.
Scroll down & find the ‘Minimum number of job sheet Images‘ spinner.
Then set a minimum number of images required for job sheets.
Force to add Quote description of work proposed images into the Quote
Go to Settings > App settings.
Click on the Quotes tab.
Scroll down & find the ‘Minimum number of work proposed Images‘ spinner.
Then set a minimum number of images required for quotes.
NOTE: Flobot will allow you to set 0 to 10 numbers. If the value is 0, the Field team member doesn’t force to add images. If the value is more than 0, the Field team member is unable to submit their job sheets or unable to upload their quotes until adding the minimum number of images.
Forcing to add images when submitting a job sheet.
Forcing to add Quote description of work proposed images when uploading a quote.
Forcing work proposed images on Flobot.
Note– The following feature will only work on Serviceteam company.
When a system user trying to send a quote, the user won’t able to send the quote without adding the minimum count of work proposed images to the quote.
‘Minimum number of work proposed Images‘ count can be set from the app settings.
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" textboxTo add checklist items, use “+” sign.To remove...
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 ...
Doughnut is a feature that simplifies all the tasks in the flobot app. If your company Field Workers think that Flobot app is so complicated, you can use this feature.
How to enable Doughnut feature on flobot
First, Login to Flobot and go to settingsThen clic...
You can reset your password for security reasons or if you forget it.
Reset your FTM password on flobot app
Open the flobot app on your android or apple device.Tap on "Forgotten your password?" text on the login screen.
Then type your login email on th...