Set up coverage areas for Field Team members

It’s also important to note that if coverage areas are not set up correctly, field team members may not show up in the schedule when trying to book an appointment. This can lead to confusion and delays for both your team and your customers. In this post, we’ll walk you through the steps on how to set up coverage areas […]

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 […]

Field Team Member zone search

Every flobot field team member has relevant working areas. you can search FTMs by entering a postcode and you can find out which FTMs work on the relevant postcode area. Go to field resources and click right side burger icon Then click the view field team member zones Now click the FTM zones search button Enter a postcode you want […]

How to change a password for a field team member

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.