Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.
Service Region and Workforce setup
- Allow us to configure your service regions, territories, and locations for seamless tracking of service work by geography. We'll also model your work areas, encompassing warehouses or work sites if required.
Workforce and Time tracking
- We will create service resources and crews that perfectly align with your workforce, organized by skills and experience for efficient assignment of service appointments. Additionally, we'll establish operating hours and implement time tracking for accurate reporting on time spent on assigned tasks. Take control of your service scheduling and reporting processes like never before.
Work Orders and Inventory Management
- We will configure work orders to efficiently track service requests and tickets based on customer records, complete with customizable work order templates. Additionally, we'll set up inventory management to provide a comprehensive view of storage, requests, transfers, and usage for every item in stock. Experience enhanced control and organization of your service operations.
Training
- We will perform a one hour training session.
