Using multiple checklist feature, companies will able to send single or multiple checklists to the FTM How to add checklist templates First, login to flobot and go to settings. Then go to the “App Template” tab. Add a new template, Select “New Template” from Template option dropdown. Give a template name on “template name” textbox To add checklist items, use […]

When the job is left at stage 7b for longer than 48 hours then Flobot will send a reminder SMS & email to the site contact details. Customize your email template. Go to Settings > Templates. Click on the System template. Then select “7b reminder email template“ from ‘Select template to edit‘ dropdown. Customize the template as you wish. Make […]

An order’s priority defines its importance in relation to other orders, so it helps your users determine which orders should be tackled first. Flobot comes with a set of predefined priorities. You can also choose different priorities for your orders. NOTE: Users can set priority levels when adding a new enquiry. Once you set a priority level, it can’t be […]

Flobot able to automatically notifies customers & FTMs before the appointment start. You can customize these notifications from the Settings section. Log to the Flobot web and go to Settings. Scroll down and select the FieldNet. Now you can see the above options, • Enable appointment reminder email: You can enable or disable an appointment reminder by this toggle button. […]

This feature will only work on serviceteam company. With the Project Sign-off feature, we can assign department based Zoho forms to fill on job completion. Also, we can change the form if order charges exceed some predefined value. How to add Zoho form links for departments First, login to flobot and go to settings Click “Departments” then click options dropdown […]

Recommendation feature allows FTMs to send recommendations if he is not able to fully guaranteed the work. This feature will only work on serviceteam company. How it works on app First login to flobot app and go to an appointment. Then you will able to see a new section called “Recommendations” and tap on it. If FTM able to fully […]

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 […]

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 […]

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 […]

Upload account documents into an account. First login to your Flotbot account. Then select a customer you want to upload documents & view that account. Go to the Document Store tab & Find Account document section. Click on the plus icon to upload your document. NOTE: Once you upload any document, You’ll be able to delete or able to turn […]