How to Make Quotes Using the Flobot Field Service App

The Flobot field service app makes it easy to create quotes on the go. With a few simple steps, you can create a quote that will impress your customers. Open the Flobot app on your device. Navigate to your appointment within the app. Within the appointment, locate and tap the “Quotes” tab. On the Quotes tab, locate and tap the […]

Quote deposit acceptance feature

How to enable quote deposit payment process Go to the Settings section. Scroll down & select Quote Settings. Then go to the Options tab in the Quote Settings. Turn on Enable quote deposit payment process & click save. Here’s how it works Using this feature Customers will be able to accept their quotes, make deposit payments & confirm their appointments […]

Overdue Quote Reminders

Here’s how it works You can enable automated reminders for the Quotes. This sends automated reminder,  sms & emails in 7 days, 14 days and 30 days. Please use following steps to enable it. Here’s how to enable to a customer Open customer account you want to enable it. Go to edit account. Then scroll down &  find Enable overdue reminders toggle button. […]