RapidStartCRM – Field Service Technicians The RapidStartCRM Field Service Addon gives the Dispatcher the ability to manage Technicians. You can see your Technicians by clicking “Technicians” in the sidebar. If you do not see a Technician in the list, it means the Mobile app has not been shared with them by your Administrator. To edit… Read More


RapidStartCRM – Field Service Email Templates The RapidStartCRM Field Service Addon includes automatic email notifications to your customers as the status changes of a Service Appointment. You can see the message list by clicking “Email Templates” in the sidebar. The messages are automatically sent as the Status of a Service Appointment is updated. To see… Read More


RapidStartCRM – Field Service Dashboards The RapidStartCRM Field Service Addon includes two new Dashboards for Dispatchers.  … Read More


RapidStartCRM – Field Service Appointments The RapidStartCRM Field Service Addon allows you to schedule and track Service Appointments created for Technicians on Work Orders. To see Appointments for a particular Work Order, click on the Appointments tab on the Work Order Record. To see all Service Appointments click on “Service Appointments” in the Sidebar. This… Read More


RapidStartCRM – Field Service Work Orders The RapidStartCRM Field Service Addon allows you to create Work Orders for Cases that require a Technician to visit a location. To see Work Orders for a particular Case, click on the Work Orders tab on the Case Record. To see all Work Orders click on “Work Orders” in… Read More


RapidStartCRM Field Service Addon Dispatcher Overview RapidStartCRM Field Service Addon RapidStartCRM Field Service Addon is an extension to RapidStartCRM that adds Field Service capabilities. What can you do with RapidStartCRM Field Service Addon? As a Dispatcher in this RapidStartCRM Dispatchers App, you can create Work Orders from Cases. You can then create Service Appointments from Work… Read More


RapidStartCRM – Field Service Cases The RapidStartCRM Field Service Addon includes a new Case form specifically for the Field Service app, which is the starting point for our Field Service capabilities. You can see Cases by clicking on “Cases” in the Sidebar. You can open a Case by clicking on the Case Name You can… Read More