Promocode feature

Note: This features works on serviceteam company only Create new promocodes 1.Go to settings 2.Scroll down and click promocodes 3.Add FTM promocodes Fill promocode range (start No. and end No.). this number should be four characters. enter the discount and select any FTM. finally enter the FTM commission and save. Use promocodes to enquiry When you creating new enquiry you […]

Project Sign-Off Sheet

Change settings for Project Sign-Off feature To get started, make sure logged in to the Flobot admin portal.  NOTE: Project Sign-Off Sheet feature only available in ServiceTeam. Set department base Zoho URLs In the top right corner, click Settings. Scroll down to Departments tab & click on it. Choose a department, Then go to Options > Types on the right […]

FTM forced questions feature

When you submit a jobsheet, the app will ask three questions from FTM. and then the order stage will change according to the selected question. Note: This features will only work on serviceteam company How it works on mobile app First FTM needs to login to his/her account Then go to an appointment Fill all required fields to the job […]

FTM Late Reminder Feature

Now you will receive an email if an FTM late to an appointment for more than 2 hours. The email will be sent to servicedesk@Serviceteam.co.uk. The System will be automatically detected if an order late about 2-3 hours and send this email. Note : This features will only work on serviceteam company How to customize Late Reminder email Template First, […]

Daily Risk Assessment

To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Go to the Settings section and then choose the App settings Under the App settings find out the Risk assessment checklist tab and you can enable or disable following risk assessment settings on there and corresponds will work with the Flobot App; Enable […]

FTM Quotes Stats

To get started, make sure logged in to the Flobot admin portal. You might need to sign in How to use FTM Quotes Stats Go to Quotes > Quotes Stats By FTM. Then it navigates to quote stats view table with pie chart. You can find the quotes stats using the search box by selecting year and month. There are 8 key features records available […]

Review SMS statistics

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 […]

How to use promo Code

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 […]

Account Invoice footer

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 […]

How to edit an FTM account in Flobot

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 […]