How to make a pre-authorisation check on a credit card in Flobot In some circumstances you need to be able to ensure that the customer has given you a valid debit card or credit card before you provide a service. Just like a hotel you can take the customer’s card details before you do the work ready to bill instantly […]

To save a lot of coding I have a neat solution for these quotes. When we currently build a quote we add lines items to it. The price can be shown or hidden from the customer. As shown in the images at the bottom of the page. We just need to remove the quantities form view of the customer Why […]

We have made some modifications for booking out a slot and I have put some advice in this video about leaving notes for yourself perhaps for a call back.

If you are viewing or sending a customer invoice and then click to ‘charges’ it takes you to ‘order overview’ instead.

The fitting sheet has now been incorporated into the quote notes. You won’t see it until you go to add a new note. Click the ‘+’ sign and there it is. Fill this in and you won’t need to do the paper form anymore. Here is a video on how to do it

The database has now been poulated with all the old customers. It means that you don’t have to type their contact details in again should they call back.  Just type in ‘can:’ into the search bar followed by the name of the customer. See the video Remember this will bring up their account. They don’t have any orders badges to […]

Once the quote has been built there is no way to alter the VAT status when you re-visit it. So, I suggest we move the button to a ‘show’ or ‘hide’ slider like the main quote.

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

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 […]

When seeing all the schedules in one go the link takes us to the ‘add new customer’ screen which is correct. There is no link for an individual schedule however so it should link to ‘Book a misc slot’ page.