Flobot: How to allocate a payment to a contractor and register that you have paid them. Very simple to do in Flobot. Watch the video below  

Flobot: How to enter description of works completed for customer to see on the invoice. In Flobot this is very simple to do and there are many ways to do it. The simplest is to create the charges from the quote. Watch the video below on how to do that.  

Here’s how to send invoices : Go to Orders. Click the three-dot actions menu icon & select Send batch invoices (only 9b orders). Then you’ll able see all 9b orders & then press Send button.

Here’s how to update order stage: Go to Orders. Click the three-dot actions menu icon & select Move Stage Order. Then select orders you want to update order stage by ticking on tick boxes. Scroll down & find Order stage drop down with save button. Then select order stage & click Save.

This video shows you how to add a description of works in the quote module in Flobot. This makes it super-fast to build a great looking quote and send it to your customer.  

This video shows you how to build a quote in Flobot using the stored price list. Type in the material or service, fitting rate, whatever you want into the description and select from the drop down menu.    

You may want to add the dimensions of the artificial grass cuts or carpet cuts into the quote. This information is not shared with the client. But it is useful when making orders with your suppliers or passing it along to the inventory system so it can be cut and delivered to site.

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  

There may be times when you need to alert your whole field team about something instantly and the best way to do this is often with an sms text message. The phones buzzes with an sms text message and so it has a much higher chance of being read. This is a neat feature within Flobot. You will also see […]

You can control the availability of a field team members schedule by making them available as a default option or unavailable. This is useful for a contractor where you might not have full access to their diary, They may not work for you very often and so you don’t want the office staff to book them for a job without […]