Timeline: 4 weeks
We will introduce our team to the client. Setup a discovery call then understand what your field service requirements are and setup Workforce, Regions and Time tracking, Will configure your Work Orders and Inventory.
We will configure your region, service territories and locations to track service work by geography. We’ll model your work areas to also include warehouses, vans or work sites if needed.
We’ll create service resources and crews modeled after your workforce grouped by skills and experience to be assigned service appointments. We’ll also establish operating hours and time tracking for reporting on time spent on assigned tasks.
We ’ll configure work orders for tracking service requests & tickets based on customer records, including work order templates. We’ll also configure inventory management to view the storage, request, transfer and usage of every item in stock.
We will perform a custom webinar training session of your Salesforce application.