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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...