The stage system is unique to Flobot

Work-flow managed by stage

There is nothing quite like the traffic light system that is Flobot Stageflo. It allows you to manage multiple orders simply by seeing what stage they are at and what colour that stage is. So, green for OK, red for warning, and amber for 'have a look'.

Flobot helps you to manage the order right from the start. From entering an initial enquiry right through to completing the job and finally accepting the payment. The stages move along automatically when certain events are triggered such as a deposit registered but at each stage the user can intervene to ensure the work-flow is managed correctly.

The individual stages

All field based jobs and projects fit into one of the stages. This enables you to be certain of what has happened before and what needs to happen next without having to look through all the notes.

Flobot stageflo

Stage 1 - Enquiry received
Stage 2 - Order created
Stage 3 - Quote appointment booked
Stage 4 - Awaiting completion of quote
Stage 5 - Quote issued to customer
Stage 6 - Quote accepted by customer
Stage 7a - Deposit not received by customer
Stage 7b - Deposit received / Not required
Stage 8a - Works appointment booked materials not ordered
Stage 8b - Works appointment materials ordered / Not required
Stage 8c - Job in progress
Stage 9a - Job complete awaiting invoice from contractor
Stage 9a - Jobsheet received
Stage 9a-1 - Job complete no further work needed
Stage 9a-2 - Job complete emergency further work needed
Stage 9b-3 - Job complete non emergency further work needed
Stage 9c - Job complete invoice query
Stage 10a - Invoice sent direct to client awaiting payment
Stage 10b - Invoice sent to accounting software awaiting payment
Stage 11 - Job closed
Stage 12 - Quote rejected
Stage 13 - Order cancelled by customer
Stage 14 - Order cancelled by business
Stage 15 - Sent to Debt recovery
Stage 16 - Payment in dispute

For some extra information (you probably don't want at this stage but are getting anyway). If you want to use these codes to filter the orders and anchor them to the top menu bar, then any stage with a string in it has a corresponding number that needs to be used for the query, thus;

Stage 1 - Enquiry received - Code = 1
Stage 1A - Annual reminders - Code = 56
Stage 2 - Order created - Code = 2
Stage 3 - Quote appointment booked - Code = 3
Stage 4 - Awaiting completion of quote - Code = 4
Stage 5A - Quote issued to customer - Code = 5
Stage 5B - Prospect - Code = 52
Stage 6 - Quote accepted by customer - Code = 6
Stage 7A - Deposit request sent but not received - Code = 19
Stage 7B - Deposit received / Not required - Code = 7
Stage 8A - Works appointment booked materials not ordered - Code = 8
Stage 8B - Works appointment booked materials ordered / not required - Code = 50
Stage 8C - Job in progress to Job / delivery in progress - Code = 20
Stage 9A - Job Complete No further work needed - Code = 17
Stage 9B - Deposit received / Not required - Code = 9
Stage 9C - Job Complete, Task Outstanding - Code = 21
Stage 9D - Waiting for job sheet - Code = 51
Stage 9A (1) - Job Complete No further work needed - Code = 53
Stage 9A (2) - Job Complete Emergency Further work needed - Code = 54
Stage 9A (3) - Job Complete Non Emergency Further work needed - Code = 55
Stage 10A - Settlement invoice sent direct to client awaiting payment - Code = 25
Stage 10B - Settlement invoice sent to accounting software awaiting payment - Code = 26
Stage 11 - Job Closed - Code = 11
Stage 12 - Quote rejected - Code = 12
Stage 13 - Job Complete No further work needed - Code = 13
Stage 14 - Order cancelled by customer - Code = 14
Stage 15 - Order cancelled by business - Code = 15
Stage 16 - Payment in dispute - Code = 16

And if you want to make a permanent filter out of these to put on the navigation bar and 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 'Orders' or 'Jobs' tab (depending what you have called it) so you can enter the codes. (don't forget to hit the 'Save' button at the bottom of the page when you've finished.

Order settings and navigation in Flobot

The enter the code in with the filter number. For example https://www.myflobot.com/orders/?stagefilter=102. This will give you a table that looks like this.

Quotes filter in navigation bar in Flobot

Finally, you might want a table for complaints and flagged orders. Here you go;

https://www.myflobot.com/orders/?f=f7 - Flagged orders
https://www.myflobot.com/orders/?f=c - Complaint orders

Flobot's special features

There are a lot of special features within Flobot, some of them are completely 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 on-line
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 price-list to the quote module to make 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 team appointments to anywhere and anyone by clicking, dragging 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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