Here’s how to configure this setting Go to Settings > App Settings in your admin area. Scroll down & find Enable check-in and check-out toggle button. Set Yes to enable & Set No to disable this section. Then Save your changes.  

Here’s how to configure: Go to Settings > Options. Find out Enable SMS in settings area. Turn on Enable SMS toggle button. Press Save button to save your changes. Here the next step: Go to Settings > App Settings Then Scroll down & find out Enable customer review in  App settings area. Turn on Enable customer review toggle button and Save your changes. Here the last step: Navigate to field resources section. Then select […]

Here’s how to configure Go to Settings > Options in your admin area. Scroll down & find Enable order due date toggle button. Turn on the setting & Save your settings. Here’s how it works When you’re going to add a new enquiry  there’s a new row named as Order due date to set due date for that job. In default Jobs list view there’s a new […]

Here’s how to configure Go to Settings > Options in your admin area. Find Mailchimp settings section. ( Flobot MailChimp integration ) Then add your Account Sync list ID on Mailchimp account list id field & Site Sync list ID on Mailchimp site list id field. ( Find Your Mailchimp List ID) Scroll down & press Save button. Here’s how to Sync Account email View the account you […]

Here’s how to configure: Go to Settings > Options. Scroll down & find quote sms settings area. Turn on Enable Quotes sms toggle button & add Bitly API KEYS. ( How do I find my API key?) Press Save button to save your changes. Here’s how to use this feature: Then view your already send quote. Click the three-dot actions menu & go to Send SMS. Then put your msg on SMS […]

Introduction Go to All Customers > SMS Campaign on header navigation bar. When customer place an order by using ServiceTeam word-press plugin, his or her account automatically add to WP sms subscribe list. (1)  Using SMS windows you can send your customized SMS to required customer. (2) Here’s how to send SMS There’s a URL Shortener tool if you want to short your […]

Here’s how to configure : Goto Settings > Company info in your admin area. Scroll down & find FTM location matcher. Select Geolocation option on drop down & save. Then find Map location Selector drop down & enable this feature. Now your system ready to use Geolocation selector. Here’s how to use this feature : Once your system is configured You can see a Map marker icon beside the every Job Postcode field. Then click […]

Here’s how to configure : Goto Settings > Company info in your admin area. Scroll down & find FTM location matcher. Select Google address search option on drop down & save. Here’s how to use this feature : Once enable this feature you don’t want enter full address manually. Start typing your address on Address line 1 & then it pop ups all suggested addresses below the Address […]

Sometime you might want to have multiple templates for your invoices. Maybe different bank accounts, different companies, BACS numbers instead of card payments etc. Whatever the reason you can set up multiple templates and select the one you want to send the customer when you are issuing them with an invoice. Here is how to how to select the right […]

Flobot: How to allocate a payment to a contractor and register that you have paid them. Very simple to do in Flobot. Watch the video below