To get started, make sure logged in to the Flobot admin portal. Then go to “View All” Under schedule tab or use this link (https://www.myflobot.com/appointments/view-schedule-calendar.asp) Select an FTM from the selection dropdown. Then click the navigation icon on each day to view the geo route. Geo-Route Map will appear like this. Following video will show you how to work with […]

How to connect FLIM with flobot First, Login to FLIM with this URL http://flim.myflobot.com/v2/ Go to “Flobot API Settings” on the sidebar. (you will need these Flobot settings later) Now open a new tab on your browser and login to Flobot Go to settings and then click on “Flim Integration” tab Now copy Warehouse ID, API User ID, URL From […]

This feature is work on drag and drop schedule and users can add their notes in the schedule. How to add a Calander note FTM First, log into the Flobot and go to “Field Resources”. Then click on the hamburger icon in the top right corner and select “Add Field Team Member (FTM)”. Fill the necessary information. Select Field team […]

To create a new Invoice, follow the steps below: To get started, make sure logged in to the Flobot admin portal. Go to the order you want to an invoice. Then go to the charges section. To add charges or make an invoice, click the burger icon in the customer charges section. There’re multiple types of invoices in that burger. […]

Using multiple checklist feature, companies will able to send single or multiple checklists to the FTM How to add checklist templates First, login to flobot and go to settings. Then go to the “App Template” tab. Add a new template, Select “New Template” from Template option dropdown. Give a template name on “template name” textbox To add checklist items, use […]

Multiple risk assesment feature allows you to use multiple zoho forms instead of one form in daily risk assesment. Turning on this feature will replace the previous daily risk assesment feature. How turn this feature on and configure First login to Flobot, go to settings, Then click on “App Settings” tab. Click on “Risk Assesment Checklist” tab, Then enable “Enable […]

Go to Users section in the Flobot by clicking user icon in the dashboard or top right corner Select the options drop-down of the user you need to change the password Then select the Edit Finally, find out the Password field from the selected user and enter the new password and save your changes.

What is the Flobot?Flobot is simple service software. Flobot helps you run your business better. Taking payments from your customers, scheduling field team members, creating estimates and quotes, invoicing clients, producing reports, managing contractors and employees. Basically, all the functions you need to run your service business. How do they work together? Flobot handles all the day to day management […]

Doughnut is a feature that simplifies all the tasks in the flobot app. If your company Field Workers think that Flobot app is so complicated, you can use this feature. How to enable Doughnut feature on flobot First, Login to Flobot and go to settings Then click App Settings on the left side menu Then turn on “Enable Doughnut” setting […]

Once the user adds a complaint flag on any order, the Complaint flag icon appears in the Green color until passing the 2days. Then it will appear in Yellow color until passing the 4th day. On the 5th day, icon appear in Red color. Also, it will notify the specific email address by sending a notification email. NOTE: Red color […]