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 and tap the "Quotes" tab.On the Quotes tab, locate and tap the "Create New" button.A dialog box will appear with options for creating ...
To get started, make sure logged in to the Flobot admin portal. You need to sign-in.
- In the top right, go to Settings > Options.
- At the bottom, find Enable whatsapp view toggle button and Whatsapp widget api token.
- Then turn on “Enable whatsapp view” toggle button and insert the API token key to the “Whatsapp widget api token” and save your changes.
Here’s how it works
- Go to the customer account you want to communicate and findout WhatsApp tab on the left navigation menu
- Then click on that and it will open the text massage pane with button called ‘Start new conversation‘
- Finally, you can communicate directly with the customer through his or her WhatsApp account
- When starting the conversation and after recipient received the message and once he or she sends the reply message it will pop up along with the WhatsApp icon in the top right corner of the Flobot
- You can click on it and it will redirect to the message pane on that customer account (MTAxxxxx).
- So, you can message with the customer continously via WhatsApp.
- Apart from that, you can select the templates and send them as well as you can attached files , send emojis etc….