FLOBOT New Quote Features – Part 1: Advance option

We have added a new line to click that says ‘Advance option’ and then a new line opens below it to get more options. We have moved these options to that new advanced line. Supplier Markup % Markup each VAT for profit All the space we got was given description field. Also, we kept these […]

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FLOBOT New Quote Features – Part 6: Multiple quote templates.

There will probably be occasions when you will want to create and update multiple instances of same description of work proposed template. That way, form the app or the system you have a drop down menu (and a default one of course) that allows you to select and pre-fill this with different templates. Here’s how […]

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FLOBOT New Quote Features.

Learn how to work with new quote features! Here’s a comprehensive checklist of best practices for your quote. Follow these links to update your quote! Part 1: Advance option. Part 2: New line entries to Type of entry the drop down menu. Part 3: Single projects & Multiple projects. Part 4: Pull information to your […]

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Customer Email and SMS notification center.

With the Customer email and notification feature, you can send Email and SMS to your customers, Here’s how to get it activated: Activating the customer email and notification feature. 1. In your Admin Area, go to Settings > Customer template. 2. Click the three-dot actions menu icon and select Add customer template. 3. Enter the […]

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‘CCC’ or ‘Continuous Content Creator’ on Flobot.

This article will be focusing on how to work with ‘CCC’ or ‘Continuous Content Creator’ on Flobot. Specific pages on your website or preferably a satellite website is updated and populated with a sanitized version of the description of works enquiries taken form the Flobot database. So, when someone take an enquiry for say ‘wallpapering […]

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New Capacity Schedule Feature

This article will be focusing on how to have a schedule where the Field team is not yet specified or not assigned at the moment where appointment is added. So we have a schedule that works brilliantly for immediate dispatch or selection of an individual Field Team Member to a client at any point in […]

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How to build a stunning company profile

This article will be focusing on how to build a stunning company profile on your own. To make your job easier, so let’s take it step by step. Starting out First of all, you have to navigate to the “Templates” -> “Manage Templates” by clicking “Settings”. In order to make changes in the above features, […]

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