CUSTOMER EMAIL
Account Contact Name – ((CUSTOMER_NAME))
Site Name – ((SITE_NAME))
Site contact name – ((SITE_CONTACT_NAME))
Primary Account Contact Number – ((ACCOUNT_CONTACT_NUMBER))
Primary Site Contact number – ((SITE_CONTACT_NUMBER))
Site Address – ((SITE_ADDRESS))
Account Address – ((ACCOUNT_ADDRESS))
Department – ((DEPARTMENT_NAME))
Order type – ((ENQUIRY_TYPE))
Order Number – ((MTX_REFFERENCE))
Invoice Number – ((INVOICE_NUMBER))
Balance Payment link – ((PUBLIC_LINK_PAYMENT))
Deposit Payment Link – ((DEPOSIT_PAYMENT_LINK))
Job Owner – ((JOB_OWNER))
Quote download link – ((download_your_quote))
Quote Ref – ((QUOTE_NUMBER))
Quote total – ((QUOTE_TOTAL))
Quote date – ((QUOTE_DATE))
Balance outstanding – ((OVERDUE_AMOUNT))
Order due date – ((ORDER_DUE_DATE))
Invoice days overdue – ((NUMBER_OF_DAYS_OVERDUE))
Links to all job sheets – ((JOBSHEET_LINKS))
All Appointment dates – ((ALL_APPOINTMENT_DATE))
Appointment Date – ((APPOINTMENT_DATE_1)),((APPOINTMENT_DATE_2))….
Time Block – ((TIME_BLOCK_1)),((TIME_BLOCK_2))…
Field Team Member Name – ((CONTRACTOR_NAME_1)),((CONTRACTOR_NAME_2))…
Customer Name – ((CUSTOMER_NAME))
Property manager(Account manager) – ((PROPERTY_MANAGER))
Site Address – ((SITE_ADDRESS))
INVOICE EMAIL
Customer Name – ((CUSTOMER_NAME))
Invoice ref – ((INVOICE_NUMBER))
Site Address – ((SITE_ADDRESS))
Public Payment link – ((PUBLIC_LINK_PAYMENT))
Job Owner – ((JOB_OWNER))
Job Sheet URL – ((JOBSHEET_URL))
QUOTE EMAIL
Customer Name – ((CUSTOMER_NAME))
Site Address – ((SITE_ADDRESS))
Download your quote – ((download_your_quote))
Job Owner – ((JOB_OWNER))
Quote Reference – ((QUOTE_NUMBER))
Quote Total – ((QUOTE_TOTAL))
Quote Date – ((QUOTE_DATE))
Customer appointment email
Job Owner Email – ((JOB_OWNER_EMAIL))
Job Owner – ((JOB_OWNER))
Comapny Phone – ((COMPANY_PHONE))
User name – ((USERS_NAME))
User email – ((USERS_EMAIL))
Customer invoice overdue emails
Company Phone – ((COMPANY_PHONE))
Public Link – ((PUBLIC_LINK_PAYMENT))
User Email – ((USERS_EMAIL))
User email – ((USERS_NAME))
Customer Name – ((CUSTOMER_NAME))
Invoice Number – ((INVOICE_NUMBER))
Invoice Due date – ((INVOICE_DUE_DATE))
Order due date – ((ORDER_DUE_DATE))
Invoice Sent date – ((INVOICE_SENT_DATE))
Site Address – ((SITE_ADDRESS))
Account manager – ((ACCOUNT_MANAGER))
Account Number – ((ACCOUNT_NUMBER))
Job owner – ((JOB_OWNER))
Number of days overdue – ((NUMBER_OF_DAYS_OVERDUE))
Overdue Amount – ((OVERDUE_AMOUNT))
Customer quote overdue emails
Company Phone number – ((COMPANY_PHONE))
Public Link – ((PUBLIC_LINK_PAYMENT))
User email – ((USERS_EMAIL))
User Name – ((USERS_NAME))
Customer Name – ((CUSTOMER_NAME))
Invoice Number – ((INVOICE_NUMBER))
Invoice due date – ((INVOICE_DUE_DATE))
Invoice Sent date – ((INVOICE_SENT_DATE))
Site address – ((SITE_ADDRESS))
Account Manager – ((ACCOUNT_MANAGER))
Account Number – ((ACCOUNT_NUMBER))
Job Owner – ((JOB_OWNER))
Public Link: Quote Accept – ((ACCEPT_QUOTE))
Public Link: Quote Reject – ((REJECT_QUOTE))
Public Link: Quote Accept – ((ASK_QUESTIONS_QUOTE))
Overdue dates – ((NUMBER_OF_DAYS_OVERDUE))
Quote ID – ((QUOTE_ID))
Customer quote issue date – ((QUOTE_ISSUE_DATE))
Download link – ((DOWNLOAD_YOUR_QUOTE))
Overdue amount – ((OVERDUE_AMOUNT))
Written By
It's also important to note that if coverage areas are not set up correctly, field team members may not show up in the schedule when trying to book an appointment. This can lead to confusion and delays for both your team and your customers. In this post, we'll walk you through the steps on how to set up coverage areas in the Flobot admin portal. NOTE: To get started, make sure logged in to t...
The Flobot field service app makes it easy to create quotes on the go. With a few simple steps, you can create a quote that will impress your customers. Open the Flobot app on your device.Navigate to your appointment within the app.Within the appointment, locate...
First of all, you have to set and enable the following options;Go to Settings > Departments and choose your sub-department Then find out "Quotes template", "Quote email template" and "Quote Whatsapp template" and select the relevant template for the sub-d...
To get started, make sure to log in to the Flobot admin portal. You need to sign in. Go to Settings > Options > Enable reverse charge and enable it. Once you enable the option you can see another Enable reverse charge option in the Charges sectionYou...