Paid on invoice Flobot

A nice big sticker on the invoice to say this has been paid and also a bigger visual que in the charges section. And for the costs section we need to enable someone to mark whether an invoice has been paid or not  

Update to the Ftm details of the job on Flobot

We need to move this box to the customer notes. The we need to rename Customer note to ‘Order Notes’. We have 2 boxed, one for customer notes and one called ‘Engineer notes’ In the engineer notes we need to be able to add files from the document store, the quotes and the project sheet from a drop down menu. These […]

Add logos to the map on the dashboard of flobot

So, we have a really cool map that shows where all of the engineers, field team members and estiamtors are at any point in time. Here’s what we need to do next 1) Swap the current place indicator for a logo or a picture of the customers vans 2) Have a button that makes the map full screen (then it […]

Further enhancement to quote module

That quote item upload is just awesome. It has saved me so much time, I just love it. And the quotes (bar the selectable images that we need to get back in there) are working brilliantly. But we are the victims of our own success here. There is too much going on in that line now to be useful and […]

More interesting statistics project for Flobot

Not that we want to start designing sales and estimating software because that’s not what we do and we would be better off connecting with Goldmine or Salesforce for this, but we still have some good data in the system that would be useful for the estimators / sales teams. We already display a lot of stats but we can […]

Attachments in app project

If we can allow an attachment in the ‘Details of the job (information shared with FTM) that will appear in the app then this is a massively useful feature. So, pdf attachments, word, images whatever, maybe even video. This will mean that when preparing a project for the Field Team Member, no paper will be necessary at all. The user […]

Roll-over hoverable Dropdown Menu

We are running out of space on the top navigation bar but we can change this by adding the option of a roll-over drop down menu that can be configured in the settings. Example below

Flobot App upgrade

Upgrade the app to allow FTM Field Team Members to create an appointment while still in the field. Schedule upgrade / optional view Customer search in app Ability for FTM to see ‘engineer notes’. Historical notes that are shared with the engineer. FTM to be able to download ‘FTM pdf’ from the quote Assets to be listed in the app with descriptions […]

Adding custom fields into the charges drop down menu in Flobot

We need to be able to add custom fields into that drop down menu of the charges form (as below) so they can put in the types of Grass they have (we won’t put prices for it in here yet, it will interfere with our other pricing project) When it comes to the end of the month and they want […]

Table alteration from the search bar results

Swap out the ‘Sector’ and put in the appointment date and time instead. This is much more useful for a quick information update to a customer on the phone and saves a lot of clicking.