So we now have a very cool supplier sheet an a very cool project sheet. Both sent as pdfs and a record of both in the quotes tab. Next we need to put a copy in the document store as a pdf. Then in the Details of the job that is shared with the FTM and on that app, we […]

At the moment we can add custom fields into that drop down menu of the charges form (as below). To make your job easier, so let’s take it step by step. Starting out First of all, you have to navigate to the “Settings” -> “Order Items” and the click on the cabinet icon on the upper right side corner to […]

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 […]

We need an upgarde of the account overview to make it more useful for the user. Let’s start with editing the account

At the moment the date on an invoice is taken from the current date. So, when an invoice is re-issued it takes today’s date. The default date inserted should be the date the invoice was first issued. However, in certain circumstances it needs to be overwritten with a date inserted buy the user. I think this is how it should […]

If you have the payment gateway installed Flobot allows you to take payments from your customers for the services you have provided or perhaps a deposit by sending out a payment link. The customer can enter their card details and pay much like purchasing something from Amazon or another online shop. This can save a lot of time on the […]

To add a new setting to control the colour on the template for the last boxes highlighted.

Flobot allows you to customize the data you see. For example, you might not be interested in allocating a particular engineer for a job but you want to allocate a company instead and let them figure out who they are going to send. You might have a client with 50 sites that you need to catalogue and you might want […]

1) New select all button when configuring filed team members for skills and areas covered 2) Include full site address on invoice. New tab in the settings to allow you to switch this feature on and off 3) Send customer new account email. New tab in the settings to allow you to switch this feature on and off 4) Send customer close […]

1) Appointment bug fixed for field engineers to ensure notes are always delivered by email 2) Reminder bug fixed for Field Team Members on second reminder of task 3) Manual job sheet upload bug fixed in Extranet Contractor Portal 4) e-jobsheet error fixed in Contractor extranet Portal