You can create a quick invoice in the charges section using the price list stored in the settings under ‘quote items’. This means you never need to remember the prices or look them up for your labour or materials. Here’s how to do that.

The quote module is too clunky in the app and needs to be changed to make it useful. It must have a feed to prefill the costs of materials and labour that are stored in the database. (no-one is going to fill this in in the field from a paper price list). At the moment if it has one it […]

Blocking or unblocking a time slot or booking a misc slot in the Field team schedule is similar to doing so in the system. Have a look at the following steps.   1. Go to the Field resources section. 2. Select a field team member you want to block or unblock slots. 3. Click Options > View. 4. Click the […]

We need to move this box to the customer notes. The we need to rename Customer note to ‘Order Notes’. We have 2 boxed, one for customer notes and one called ‘Engineer notes’ In the engineer notes we need to be able to add files from the document store, the quotes and the project sheet from a drop down menu. These […]

How to block and unblock slots for field team members in Flobot. If your slots are greyed out or all in grey you need to open them so you can accept more bookings. This is used to limit bookings for sub contractors who may be blocked by default. Watch this video on how to block and unblock the slots to make them […]

So we now have a very cool supplier sheet an a very cool project sheet. Both sent as pdfs and a record of both in the quotes tab. Next we need to put a copy in the document store as a pdf. Then in the Details of the job that is shared with the FTM and on that app, we […]

So, we have a really cool map that shows where all of the engineers, field team members and estiamtors are at any point in time. Here’s what we need to do next 1) Swap the current place indicator for a logo or a picture of the customers vans 2) Have a button that makes the map full screen (then it […]

You may want to filter the quotes based on certain parameters. Here is how to do that.    

That quote item upload is just awesome. It has saved me so much time, I just love it. And the quotes (bar the selectable images that we need to get back in there) are working brilliantly. But we are the victims of our own success here. There is too much going on in that line now to be useful and […]