Email and SMS delivery status

Now you can view the delivery status of the email and the SMS sent to the customer and the FTM through the order log ( Quotes , Invoices and Appointments ) Email delivery results Green color states as the Email or the SMS has been delivered Yellow color represents the emails that are yet pending, Bounced backed and spammed ( […]

View List of “ALL JOBS ” in Flobot App

You can now view all the jobs been scheduled for the relevant FTM in just 3 clicks. Points to note In order to get this latest update make sure to uninstall and reinstall the App for both IOS and Android The List of the jobs are shown in descending order ( The job which was appointed  to FTM  last will […]

Newly improved supplier sheet

This article will guide you how to send Supplier sheet to Supplier using Supplier sheet V2 Note: This option will only work once the items in Flobot are been assigned to suppliers First, login to Flobot and open an order. Go to Quotes & sheets section and open the relevant Quote Go to Supplier Order List and click on the […]

Sync expenses/cost into Xero (Xero bills section)

This article will guide you how to send the cost to Xero as a bill First login to Flobot and open an order Go to the costs section and add a cost Simply click on send to Xero

Customized PDF footers for credit account customers

You can set different adverts on the footer of invoice PDFs for different customers. So we have two types of customers as credit account customers & non-credit account customers (With terms/ Without terms). Customize the with terms/ without terms templates Click the top right corner ⚙️ icon and go to Settings. Go to Templates and select the System templates. Choose […]

Sending of Job Completion Mails Manually

This article will guide you how to send job completion email manually. This email will be sent out to the customer. First, login to Flobot and open an order. Go to the charges section. Click the burger icon under Customer Charges. Then click on “Send order complete email notification” Note: This option will not be available if your order has […]

Send customer email

Create or change customer email template Go to Settings > Template. Select the System template & click on the Manage sub template option. To create a new template. In the top right, click on the burger icon & select the Add template. Then select the template category as Customer appointment booking email. Insert the template Title & Template body in the description. Click Save to […]

Sync Flobot with outlook calendar

This feature will allow you to sync your appointments & time details to the outlook calendar. To get started, make sure logged in to the Flobot admin portal and go to settings. Then go to the “Outlook API” tab. Click the “Sign in” button and then log in to your outlook account. Then there will be two date pickers to […]

Forcing field team members to add images

To get started, make sure logged in to the Flobot admin portal. Force to add images into the job sheet Go to Settings > App settings. Scroll down & find the ‘Minimum number of job sheet Images‘ spinner. Then set a minimum number of images required for job sheets. Force to add Quote description of work proposed images into the Quote Go to Settings > App […]

Route based Geo-location (Geo Scheduling)

To get started, make sure logged in to the Flobot admin portal. Then go to “View All” Under schedule tab or use this link (https://www.myflobot.com/appointments/view-schedule-calendar.asp) Select an FTM from the selection dropdown. Then click the navigation icon on each day to view the geo route. Geo-Route Map will appear like this. Following video will show you how to work with […]