You’ve booked a slot out to leave a not for yourself but you have either changed your mind or completed the task so here is how you unbook it to free the slot up.

Sometimes you just need to book things quickly without associating it with an order or a customer. To leave a note for yourself or a team member or book off leave then watch this video.

This is a specific video guide for Easigrass for creating a quote and the uploading the relevant notes and images into the quotes notes. The quote notes are for sharing information internally and are not shared with the client.

Once you have made an appointment (if you don’t know how to do that go here) you might need to delete it – you might also need to change it. We call this editing an appointment. To do this is very simple. 1) Find the appointment in the schedule and click into it               […]

Before you accept an new update of the Flobot Field app, you must submit any outstanding jobsheets first. They won’t always get lost but it is a wise precaution to get your job information into the system as soon as possible. If however, you have suffered a jobsheet failure, all is not lost. Any pictures that have been taken are still […]

Ok, so we have a great quote making tool. We can make and send a very detailed quote out to the client and they can accpet it electronically through the system. We need to be able to send this information to the FTM and the supplier. Ideally, these would be 2 different documents but for the moment they can be the […]

At the moment if you want to create a new invoice hen you just cretate a new order and send one out. Work 99% of the time. However, every so often you want to be able to sent out an additional invoice from the same order number. Maybe for some extra work and the client’s finance department wants it on […]

So, as part of the accounts overhaul this is part 2. Under the accounts we need to make some changes, Under Contacts Contacts – we need to add contacts in here even if they are added from the site or order screen. All contacts on the account should appear here. All contacts should be searchable in the search bar. ideally we […]

The Flobot accounts are very confusing and we need to enhance and simplify. It starts with the enquiry form. Let’s ,make some change here so we can understand what is going on and then move to phase 2. It will mean that we probably have to go back and add or change some things to this enquiry screen again. But […]

So, the recurring appoinrments work really well. You can make one to many field members a recurring appointment sfor any amount of time to any day for ever. It doesn’t get more flexible than that and it is a great feature. But, displayng this information is a problem. On the plus side none of our competitors do it well. On […]