To get started, make sure logged in to the Flobot admin portal. Force to add images into the job sheet Go to Settings > App settings. Scroll down & find the ‘Minimum number of job sheet Images‘ spinner. Then set a minimum number of images required for job sheets. Force to add Quote description of work proposed images into the Quote Go to Settings > App […]

To get started, make sure logged in to the Flobot admin portal. You need to sign-in. First, you need to setup FTM account for Capacity Schedule Go to the Field Resources section in the Flobot and select Add Field Team Member. Fill the necessary information and make sure to select the Field team type as “Capacity schedule” and finally save it. […]

To create a new Invoice, follow the steps below: To get started, make sure logged in to the Flobot admin portal. Go to the order you want to an invoice. Then go to the charges section. To add charges or make an invoice, click the burger icon in the customer charges section. There’re multiple types of invoices in that burger. […]

In some cases, the resident is not on the site. So now FTM will be able to continue their job sheet submitting process without customer signature & job acceptance confirmation popup.

Add a new supplier Go to Field resources section in the main menu navigation. Click on the burger icon in top right & select Add supplier. Then fill the required fields. Click the save button to save your changes. Send a supplier sheet Open a quote you want to send a supplier sheet. Scroll down & click on the Supplier […]

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 […]

The Payment Summery tab under the Statistics tab in the Flobot app bottom navigation bar and easy-to-see summaries of all your important financial information. Payment Summery in Flobot app Open your Flobot app on your device. On the bottom navigation bar, tap Statistics. Tap Payment Summery tab on the top navigation bar. Tip: You can navigate between month by using left & right arrow icons.

You can customize Quote image gallery functionality by settings from the Flobot admin area. By using those settings you’ll be able to on/off  quote work proposed images, quote further details images & quote images. Try the new settings In the top right, go to  Settings > Options. At the bottom, find Enable quote work proposed images, Enable quote further details images toggle button. Then choose to turn On or Off. Click Save Changes at the bottom. Quote […]