The set-up

Cavendish Devere is a carpet supply and fitting company covering South East England. 3 office staff and 5 fitters with regular use of contractors for bigger projects. Hughie Condon is the Operations Manager.

The challenges

The main problem I had was managing estimates and quotes. We do around 240 quotes a month and that is a lot. All done on word and we have a template we copy and paste and then email to the customer. They come back by email and we have so many we've forgotten about some that never came back to us. We were losing a lot of quotes to competitors because we lost quotes or we didn't get back to the customer in time. Also then getting the fitter to the job and organising him. We had white boards in the office we the daily plan of the fitter, one each. But things did go wrong a lot of the time and we'd have an unhappy customer!

What we did

We installed Flobot in no time but because Hughie and his team were coming from a low-tech environment, we earmarked 2 days to get them up to speed with the system. Hughie was adamant that his fitters wouldn't work with the app - they didn't even have smart phones! No problem, we told him. Flobot can work even with an old Nokia! We created great new templates for his invoices and quotations and went through how to create estimates, how the contractors could create them and of course the enquiry handling. By the end of it, everyone was up to speed and the office team were taking client details into Flobot straight away.

What Hughie says

I was amazed at how quickly the girls picked it up. All of the quotes were in one place and we took someone on just to chase the quotes up. It has been massive. We've been doing so many more jobs I have had to take one of the contractors on full-time. This is off the quotes. The other thing is that the fitters have stared using the app too, so now we know where they are all the time!

What we say

It's really great to see what an impact Flobot has had on Hughie's business - and he really is only using a fraction of what it's capable of. But if he's happy, we're happy!

 

The set-up

Northcote Property Services is a small property maintenance and refurbishment company in South West London. Employing 2 office staff, 2 full-time tradesmen and 5 contractors, they provide building, refurbishment, painting and decorating, tree surgery, gardening and landscaping services - among others! Jon Brierly is the owner.

The challenges

Because I am out of the office so often I come back to the office to a lot of paperwork. Jill, my admin assistant, has her hands full answering telephone calls, replying to emails and then if the jobs go ahead, with scheduling contractors and tradespeople. We were using Google Calendar to book people in, A chip and pin machine for quick jobs like a handyman and Microsoft Office for sending out quotes. It was getting too much to manage. Lots of different bits and pieces and then getting them matched up of the end of the month meant that I had to take days off work and work late into the night.

What we did

It was pretty simple to set Jon up onto Flobot. We replaced his chip and pin machine with Flobot's merchant services terminal which saved him £25 per month. Then we trained Jon and Jill on Flobot in less than a day. We showed them how to use the app and installed it on all their employees and contractors smart phones and onto Jon's tablet. Finally, we created a lovely new quotation template for them, so the quotes look great.

What Jon says

Apart from getting a book-keeper, getting Flobot has been the best business decision I've made so far. I would say I'm winning 20 to 30% more quotes not just because they look better but more importantly, I can manage them - even when I'm on a job. A quick call to the customer pays dividends. I've got no outstanding payments on Handyman jobs, because I can take payment in the office or at someone's premises and I've got hardly any paperwork. In fact, I would say I'm actually working less and the time I'm at work is just way more productive because I'm organised. And Jill loves it!

What we say

Working with Jon was one of the most satisfying implementations we've had. Jon's got a great business and because it's so varied it really uses all the features and capabilities that Flobot has to offer. And because Jon was so disorganised before (sorry Jon!), we knew how much impact Flobot would have on a day to day business. We're chuffed to bits for him and we're looking forward to adding even more powerful capabilities to make his life even easier!

Flobot | Job estimation, scheduling and work-flow software



The Flobot System

Hosted in the cloud and available through a browser on any device, Flobot system allows the user to control every aspect of the day to day running of the field service business. The dashboard gives real-time visibility of the jobs, the customers and the field engineers.

Using this system the user can build and send estimates, issue invoices, receive payments from debit and credit cards, make customer notes, schedule field members for appointments and instantly update clients with the information about their jobs that they need to know.

The Flobot App

The Flobot app is designed to get your field team members, agents, engineers and tradespeople out in the field to the right job and on time.

Navigate to address

Navigate from job to job by utilizing the built in maps function. Send that information to your client and they can see where your guy is on the map with an estimate of the time of arrival - just like Uber.

A flexible field service app

Flobot app sends all the field data back to the office so you can see where all your field members are and what they are doing at any time.

Take notes and photos to build a report

Once your field team member has arrived they can check into the job so the office knows they have started work. You can bill by the hour if you want with the built in timer. But you may just want to complete, create a job sheet and attach some pictures.

Get a customer signature

Attach your 3rd party apps, pdfs, certificates to the job sheet and then get the all important signature for the office so they can bill straight away - or create an invoice in the field.

Free trial for Flobot ( 10 minutes )

Flobot is so simple to use that you can have your business up and running on it in 10 minutes. What are you waiting for?