Here’s how to view statistics To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Mouse move over Field resources section in the main navigation menu. Then click on Review SMS customer. You’ll be able see how many jobs completed & how many review sms sent by FTM. By default statistics shows […]

To get started, make sure logged in to the Flobot admin portal. You might need to sign in Promo code use to give discount to customer for booking additional services. The existing invoice numbers use as a promo code to get discount, Note: This promo code only available for one time use, and also this discount valid for only labour type […]

Here’s how to enable invoice footer Open customer account you want to enable invoice footer. In the Account Summery section top right corner, click edit. Scroll down & find Enable invoice footer toggle button. Enable toggle button & then automatically appears Invoice footer description text area. Edit your invoice & Save your changes. Here’s how it work When invoice footer feature enable […]

To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Go to Field Resources section in Flobot. Select the FTM you want to Edit You can edit FTM using another way. Other way around is, After select the FTM name it is navigate to Field resource details section. In there you can edit […]

When it is a rainy day in gardening or artificial grass, then all the jobs on that days have to be re-allocated. How to mark appointment as Rainy day View order you want. Go to Appointments section. Go to Options drop down menu, you want to mark as Rainy day appointment. Click on Rainy Day option. NOTES: Rainy day option isn’t available […]

To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Here’s how to assign secondary job owner Open Order you want assign secondary job owner. In the Order Summery section top right corner, click Menu icon. Click Edit Order option. Then Find Secondary Job Owner drop down & select your Secondary Job owner. […]

How to view images Go to jobs section. Click Menu and select View job sheet images. Then enter order date range and click search button. You will be able to see all jobsheet images in above date range. Note: This feature works only on service team.you can find your all jobsheet images in one place. follow the above steps correctly. […]

To get started, make sure logged in to the Flobot admin portal. You might need to sign in How to move order into another account. Go to Jobs / Orders section and select the Order you need, move to an Account or a Site. Then from order, select Move to another account ,clicking three-dot actions menu in top right corner. Then type your account number and […]

Upload account documents into an account. First login to your Flotbot account. Then select a customer you want to upload documents & view that account. Go to the Document Store tab & Find Account document section. Click on the plus icon to upload your document. NOTE: Once you upload any document, You’ll be able to delete or able to turn […]

What’s send invoice from owner’s email Using this feature users will be able to send invoices as real job owners. Send invoice as job owner Go to invoice send screen on your order. Then you’ll be able see there’s a drop down on From email address area. By default, Drop down preselected with current user email. If you want to […]