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Offering multiple FM services demands flexible software

Running a successful Facilities Mangement Company means dealing with multiple trades, servicing existing clients with multiple sites and you're going to need help. You need software to simplify and automate processes to combine invoicing, scheduling, quoting, estimating and managing into one system.

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Designed to cover all scenarios

Flobot is designed to run in FM companies of all styles and sizes. Low tech, high tech and often a mixture of both. In that respect the software is unique because in an ideal world everyone has a smart phone and a laptop - but if they don't, Flobot can still process your paper job sheets, send jobs by sms text and ensure that even those old processes you want to keep or just can't get rid of can be accomodated.

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Schedule your contractors

Most FM companies company work on a sub-contractor model and getting information to tradespeople that don't work directly for you and ensuring that they receive it can be difficult. Flobot uses an app, email and sms to ensure they get the message. Flobot can schedule hundreds of contractors and only allow you to select the right contractors with the right skill-sets for the job in the right location. This makes scheduling fast and error free.

 

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Build fast quotes and estimates

You can quickly build professional quotes and estimates for your potential customers and what's more you can upload photos, insert technical drawings and designs into your quotes and more importantly store them against the customer record. The system monitors and manages those quotations so you can win more business. Flobot even allows your contractor to build the quote in the system so they have a record of their quote to you which you can then apply mark-up and send it out to the customer under your brand.

 

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Electronic Job Sheets

Getting a signature from your customer to say they are happy with everything is very important for payments and invoicing and Flobot software allows you to get that signature from a smart phone or tablet so now you have a permanent record - and no paperwork. It's called an e-sheet.

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Account for it all

Flobot integrates fully with Xero, the leading accounting and on-line bookkeeping software for the businesses. So, at the end of the month you won't have to worry about endless hours of paperwork.

And keep watching this space for integration with Sage, Quickbooks, Kashflow, Netsuite, Freshbooks and Intacct.

Got a minute? Here's why you need Flobot

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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.

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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.

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.

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.

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?