Quote items in the price list Flobot

Uploading a price list to the quote tool

To save you for looking up prices in a book, remembering them or making them up on the spot, when you need to build a quote just select the correct item from the drop-down list.

What's more you can also upload the price you purchase the item for for both labour and materials. Finally, if you come across a new item or want to change a price, you can do this simply while entering a price into the line and saving it to the main price list.

You can build quotes in both the system and the app and you can use the price list in both.



How to upload a price list into the Flobot system

The image at the top of the page shows how to locate the page to upload your quote items in the system. You can upload item by item or you can format a .csv file and upload all in one go. Here is an example .csv file of how to format it so Flobot understands example CSV

Import the price list into Flobot

Now select your price from the drop down

So now go and create a new quote. (If you don't know how to do this go here go here). Remember to select what you want i.e. Materials or Labour and start typing the name, it will pop up in a drop-down menu. Select it and it will pre-fill the prices. If you want to adjust the price go right ahead and if you want to save that price back to the list click the 'save to' button. Simple.

Select the material you want for the price to appear

Search for an item and edit it

You can always change the price of the line item in the quote as you build it. You can also save that change to the price list in the quote too (as above). But you can change lots of prices in one go by searching for them and then editing. Have a look at the image below to show you how to do this. It is very easy.

Search for the quote item

The pop-up will now allow you to edit, change and add information to that line item.

Edit the quote item

Flobot's special features

There are a lot of special features within Flobot, some of them are completely unique to our software and not found on any other system. And of course, we are adding new features all the time. Check back here for the new additions or click on the 'News' section of your dashboard to see what has been invented added and improved upon.

 Features that are Special

  • The search tool - A very powerful feature of Flobot that allows you to search for anything within the database with a very handy 'auto-suggest' feature
  • The job estimation tool - Allowing you to build a quote from scratch and send it to your customer via email or send a link for them to see online
  • The stageflo system - The unique Flobot Stageflo system allows you to manage multiple jobs by visually checking their status.
  • Live location tracking of field engineers - Instantly see on a map where all your field service agents are.
  • Address code look-up - Built in as standard on Flobot allows you to get the address code instantly.
  • Registering enquiries - Allows you to run a call centre, allocate sales leads and recover them in excel style list.
  • The capacity schedule - Allows you to book in a project with a client without allocating it to a specific engineer until later.
  • Built in price list for quotes - Allows you to upload a pricelist to the quote module to ake it selectable for a drop-down menu.

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