The Order Overview Screen
Once you have created an order you are immediately taken to the 'Order Overview' screen. From here you can control and see everything about this particular order. Notice the search bar in the top left. This is a very useful part of the system. Type customers names, order numbers, telephone numbers, postcodes, zip codes in here to find your customer.
Making an appointment for a field visit.
On the left hand side of the screen is the navigation menu for this order. Don't worry about anything else at the moment, just select the 'Appointments' button. You will now come to a screen where you can see any previously booked appointments and add another. Click the '+' button on the right.
Selecting the engineer (FTM)
Now select the engineer, estimator, team or FTM you wish to book for this appointment and their schedule will appear.
Selecting the time for an appointment
Now select the engineer or estimator you wish to book for this appointment and a time you would like them to go. In this case we are using a 2 hour slot system (the default) so we are going to select a time slot for them.
Selecting the type of appointment
Now it is time to book an appointment for someone to visit your customer. There are lots of options 3 options, the 3 most used are:
- Quote or estimate - book an appointment to go and give the client a quote
- Book a job or a project
- Recurring - make an appointment that happens regularly
Selecting the type of appointment
For this example we will select 'Quote or estimate' and select a time for the 'engineer' to go and visit the customer. If we like we can tell Flobot how long we think the meeting will last - then he can fit another in the hourly slot. But we don't have to (in the setting you can make the slot sizes any time. i.e daily, half day, 2 hours etc).
On the right hand side you have options for sending messages about the appointment to the field engineer and the customer. Mostly the field engineer will have the information in the app anyway but the customr can receive iformation about who is arriving, when and the telpehone numbers to get in contact with them.
Here is how that looks in the schedule once you have submitted it.
Job or project appointments
The 'Job or Project' appointments work exactly the same. You just might need to select more slots and dates.
Here is how that looks in the schedule once you have submitted it. And notice that in the global schedule above it has appeared in green. If you look carefully at Boris' (The engineer's) schedule colour - yes, that's right, it's green. So, you can assign a colour to an FTM and then quickly see who it is in the schedule from their colour. But we digress...
Congratulations! You have made your first appointment
Once you have made the appointment it will instantly appear in the app for your Field Team Member (FTM) to see and of course they can use Google maps to navigate to the customer.
The Flobot app screen
And here is what your engineer will see (for an quote or estimate for example. Go here to see how the Flobot app works.
Flobot Academy Day Two - Lesson 3 - Recurring appointments
Learn how to make an appointment that happens again and again.
Often you need to create a regular appointment that might happen at a certain time every week, month or even year. We call this a 'Recurring Appointment'. Here's how to make one.
As you will see all the other types of appointment in the schedule work exactly the same, they have different labels because the colours are different in the schedule for easy reference. The only one that works differently is the recurring appointment. It's still easy though, just remember;
- Select appointment type 'Recurring'
- Pick the day you want to have the recurring appointment. e.g. Friday
- Pick when you want it to recur. e.g Weekly
- Then how many times in a week. e.g. Once
- Then how long you want it to last for
- Hit the submit button
Here is how that looks in the schedule once you have submitted it. As we set it in the appointment screen for a 'Once, daily, recurring 3 times' that is exactly what it has done and we can see them side by side here.
Most recurring appointments happen on the same day every week, bi-weekly or monthly. This is a key feature where Flobot excels in it's simplicity (just sayin'!). Just select a recurring time frame (e.g. weekly) and a day in the schedule and the appointment will recur on the same day every week.