RapidStartCRM Field Service Automated Emails The RapidStartCRM Field Service Addon provides for automated emails. An email will go out to your Service Contact (Customer) when a Dispatcher creates a Service Appointment, and also when your Technicians’ update their status regarding Service Appointments on the Mobile App. If you would like to disable this functionality, you… Read More

RapidStartCRM – Field Service Technicians Mobile App The RapidStartCRM Field Service Addon includes a Mobile App for your Field Technicians. In order for them to access the app, you will need to “Share” the Mobile App Share Mobile App For users to use the Technicians mobile app, it must be shared with them first. The… Read More

RapidStartCRM Field Service OptionSet Setup The RapidStartCRM Field Service Addon includes one Global OptionSet for Service Regions. You are not required to use Service Regions, but if you would like to use them, you can edit the default Service Regions we have provided to fit your needs. You can also modify Work Order Type if… Read More

RapidStartCRM Field Service Dispatcher Setup Licensed users in your organization who will be accessing the RapidStartCRM Dispatchers app will need the “RapidStart Dispatcher” security role assigned. Users with the “RapidStart Power User” role can also access the Dispatchers app. A RapidStart Power User can assign the Dispatchers role from this RapidStart Settings app. Click on… Read More