A customizable drop down menu in Flobot

Software for multiple schedules and calendars for field teams

Flobot allows you to have multiple schedules, teams or combined schedules and make a fast access link to them on the navigation bar.

For example, you might have a display for all your estimators, another for all your maintenance teams and another for your installation teams.

The team schedule in Flobot

And it's simple to set-up in Flobot

To set this up firstly make sure that you have set-up the teams you want and identified the roles of each member of those teams. Got to this screen (if you have Flobot account of course) Field resources and find all your field teams members (FTMs).

Next set them up as an engineer, an estimator or both and assign them to a team.

Engineer and estimator settings in Flobot

Now to make a nice drop-down tab so you can access it from the top Navigation bar just go to the Navigation Settings and add a sub-menu under the 'Schedules' or 'Calendars' tab so you can enter the codes. (don't forget to hit the 'Save' button at the bottom of the page when you've finished.

Navigation settings in Flobot

So now you are almost there. Obviously the wording will change if you call you teams something else but you get the idea. To filer by team or role just change the code and enter it into a box:

If you want to filter and create a schedule tab by Field Team Member (FTM) Type use following :

Engineer needs the code https://www.myflobot.com/appointments/view-schedule-calendar.asp?type=Engineer
Engineer and Estimator needs the code https://www.myflobot.com/appointments/view-schedule-calendar.asp?type=Engineer%20and%20Estimator
Estimator needs the code https://www.myflobot.com/appointments/view-schedule-calendar.asp?type=Estimator and so on. If you get stuck obviously contact support.

If you want to filter and create a schedule tab by Field Team Member (FTM) Group

Maintenance needs the code https://www.myflobot.com/appointments/view-schedule-calendar.asp?group=Maintenance
Landscapers would need the code https://www.myflobot.com/appointments/view-schedule-calendar.asp?group=Landscapers

A delivery schedule might look like this https://www.myflobot.com/appointments/view-schedule-calendar.asp?type=Delivery

A capacity schedule like this https://www.myflobot.com/appointments/view-schedule-calendar.asp?type=Capacity%20schedule

If you want to filter and create a schedule tab by Field Team Member (FTM) Team (that setting can be found here Team Navigation

Then it might look something like this https://www.myflobot.com/appointments/view-schedule-calendar.asp?team=Gas assuming you had a team called 'Gas' of course.

FTM id locator in Flobot

Finally, you may want to display the schedule or calendar of a single Field Team Member. Perhaps an important installer or an estimator, maybe it's the boss. Maybe they are all important and you want to list them all individually and see their schedule instantly with a nice short cut. Whatever it is here is how to do that.

So every FTM has a unique ID number and you will find it here and it looks like the above. Simply put the code in for their unique identifier. Example: https://www.myflobot.com/appointments/view-schedule-calendar.asp?ftm_id=39 and if you just want that engineer to appear with the estimators and engineers for scheduling then just add this on the end https://www.myflobot.com/appointments/view-schedule-calendar.asp?ftm_id=39&type=Engineer%20and%20Estimator. Simples!

 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.
  • Field Team Geo-location - Show your client where your engineer is in real-time, on a map. Just like Uber.
  • Drag and drop field team schedule - Move your field eam appointments to anywhere and anyone by clickimg, draggimg and dropping.
  • Multiple calendars - Combine calendars and schedules, show all estimators, engineers, types and teams and make a short cut for navigation.

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