Getting Started

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Getting Started

New to Field Service CRM? Learn the basics to get the most out of Field Service CRM

8  articles in this collection
Written by Bonnie Roskes 
Setting up Your Company Profile

Here you’ll learn how to setup your basic company details such name, add a logo, website, phone number, address and TAX number. Your Company..

Written by Bonnie Roskes
Set up Your Personal Profile

The Profile page is where you enter your contact information, signature, login details, and connect social media. NOTE: when filling out these fields, it’s..

Written by Bonnie Roskes
Adding Employee, User and Permissions

The Users page is where you set up accounts for any employees who need access to Field Service CRM, such as technicians, office staff,..

Written by Bonnie Roskes
Add Services or Products

Next step in updating your company information is to create services and products. Services are the work you perform for the customer and are..

Written by Bonnie Roskes
Using Tags

The Tags page is where you create color-coded identifiers to describe employees, customers, types of services or jobs, invoices etc. Basically a tag is..

Written by Bonnie Roskes
Push and Email Notifications

In Field Service CRM, you have the ability to send a push notification to a mobile technician for Jobs. All CRM customers will be..

Written by Bonnie Roskes
Calendar Preferences

At Field Service CRM, we know calendars are essential to running your business. That’s why we’ve spent a lot of time getting them just..

Written by Bonnie Roskes
Subscription Management

The Subscription page is where you manage your account. Field Service CRM users are responsible for their own subscription management, activation of new users..

Written by Bonnie Roskes