The power search tool

 

The power search tool

There is no other field management software with the search capability of Flobot. Just like Google, type in what you need to find into the search bar located at the top right of your screen. Customer first name, surname, nickname, order numbers, purchase order numbers, account numbers, cities, postcodes, zip codes, address codes, site names, account names, invoice numbers - it is all found in your CRM database.

Flobot also incorporates 'auto-suggest', so as you type, the suggestions of what you might be looking for are presented instantly. It's super fast - so fast we might licence it to Google!

Advanced search parameters

Once you get used to the search tool, much like an internet search engine you can make faster, more accurate searches but using the advanced search parameters as explained in the table below.

 Search Help

  • Text - Any textual string will perform a search against customer names, nicknames, site names, account names and organizations
  • Number - Any numeric search will perform a search against telephone numbers first
  • MTX - A search prefixed with MTX will search against an order number
  • MTA - A search prefixed with MTA will search against an account number
  • MTI - A search prefixed with MTI will search against an invoice number
  • UD - A search prefixed with UD will search against the User Defined number tag
  • CT - A search prefixed with CT will search against customer contact detail tag
  • a: - A search prefixed with a: will search against the customer sites
  • po: - A search prefixed with MTI will search against the purchase order number

Flobot's special features

There are a lot of special features within Flobot, some of them are completly 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.

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?