What’s send invoice from owner’s email Using this feature users will be able to send invoices as real job owners. Send invoice as job owner Go to invoice send screen on your order. Then you’ll be able see there’s a drop down on From email address area. By default, Drop down preselected with current user email. If you want to […]

To get started, make sure logged in to the Flobot admin portal. You might need to sign in Go to the All customers sub menu of New customers. Then you can see all customer’s accounts of your company. Then select Export all customer data to csv file,clicking three-dot actions menu in top right corner. Finally you can open downloaded csv file […]

By default, customers can view their quotes using email link. However, in some cases, Flobot might want to restrict the quote for customers. when auto restriction applied to any quote, customers unable to view quote through email link. NOTE: Quote restriction feature works when order stage in 11(Job closed),13(order canceled by customer) or 14(order canceled by business) 

To get started, make sure logged in to the Flobot admin portal. You might need to sign in. How to view yearly schedule First go to Schedule Then click on the list icon Choose “ 1 Year View” Then you can see yearly appointments of all FTMs You can mouse hover each date and view appointments if there any Yearly view […]

How to Enable Drag and Drop Schedule Go to Settings Section. Then click Options & turn “on” Enable drag & drop schedule. How to work with Drag and Drop Schedule How to add a Appointments using new Schedule First go to order Then go to appointments and click Icon Then select an FTM Click on an empty cell and click […]

How To Create New Valuation Go to the Field resources section and choose FTM you want to create valuation and then click on FTM name. Then it navigates to FTM overview, from there move to Financial column of left side navigation > FTM payment information. Then select create new valuation, clicking three-dot actions menu in the top right corner. After it navigates to FTM Payment Information […]

How to flag as Star Customer To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Open customer account you want to flag as star customer. In the Account Summery section top right corner, click Menu . Click Flag this account. Note: When flagged an account as star customer, icon appears in All Customers section & […]

Go to Settings > Teams > Manage teams  Here’s how to Add team Click the three-dot actions menu icon and select Add team. Then fill Team name field and Save your changes. Here’s how to use Teams You can find Teams when you are going to add new FTM or edit FTM and add new User or edit User.

Go to Field Resources section in Flobot. Select the FTM you want to change the password and Edit that FTM. Then find out Password field from selected FTM and Save your changes.

Go to Jobs / Orders section in Flobot. Select Download invoices clicking three-dot actions menu in top right corner. Then you can select the date (invoice sent date) and download the invoices pdf in the single zip file.