Submit a job sheet without an appointment

Basically, the FTM can access any job in the system without an appointment and complete the job and submit the job sheet Firstly, log into the App, go to options and click all Jobs and then you will get the view of all the jobs, We have given you options to search the jobs by their postcode and MTX number […]

How to give permissions on both Android and IOS devices

First of all you need to download and install the Flobot field service app from the Google play (Android) and the App store (IOS). Once you download and launching the app then device will ask the permissions. Then you can give permissions as follow IOS Select “Allow while using app” to use the location service. Then select “Change to always […]

Quote Template Categorize

You can save a quote template on a flobot to use in the future. Now quote template can be categorized. All the quote templates are already in the default category. you can customize it. Firstly you should add quote categories Log to Flobot and go to settings Select the templates tab and click the Quote template category list Then click […]

Message Bird SMS delivery confirmation

Once an appointment is been scheduled or when a quote has been sent to a customer. Once the text message is sent , you get the delivery stats in the order overview When the apppointment confirmation is sent you the stats as below. If the confirmation text was delivered, it is shown as message sent If the confirmation message was […]

Quote Stats

Now you can see the statics of the quotes which was sent and the revenue generated by each one who sent the quotes in 3 steps. Monthly stats Yearly stats All stats

Duplicate account prevention

When putting up details for a new customer, when you go to the email field and type the email ID, if its an existing customer it indicates in red. When you click on the link the order gets created for the existing account. When putting up details for a new customer, when you go to the email field and type […]

Booking out a Field team members availability

You can book a FTM time slot from the Flobot web or Flobot app. How to book a slot from flobot web Log into flobot web and go to field resources. Select any field team member you wish to book a slot for Then click the right side burger button and choose the book/unbook misc slots. Now you can tick […]

Pay FTMs for labour

Using our new feature users will be able to add FTMs payments simply without doing manual calculations. This is only for ServiceTeam company. Add FTM payment into the cost section. Go to the order you want to add FTM payments. Click on the Chargers tab & find the PAY FTM button under the Customer chargers section.NOTE: When some conditions failed […]

Whatsapp Reminder Messages

Note – This feature is only available for serviceteam company Review Request Go to an order Then go to Charges Click the Burger icon on the “Customer charges” tab And click Send “customer an invoice” Click the “Yes” button on the invoice window, then you will be redirected to the WhatsApp Whatsapp message will look like the below message Deposit […]

How to Block and Unblock FTM’s In Flobot

To get started, make sure logged in to the Flobot admin portal. You need to sign-in. Firstly, go to the field resources and select the necessary FTM you want. Then go to FTM schedule, and press the hamburger icon and select Block/ unblock slots When you arrive that page, you will see a page like this, and if the particular boxes […]