RapidStart Field Service Setup/Admin Overview

RapidStart Field Service App

The RapidStart Field Service App is an extension to Dataverse, Dynamics 365, or RapidStart CRM that adds Field Service capabilities.

Wherever you see the “Show Video” button on a form, there is a video to explain the feature.

What can you do with RapidStart Field Service App?

We have focused on the core capabilities that most customers have asked for when starting with an application for managing their field service teams. This addon extends Dataverse, adding the capability to create Work Orders and Service Appointments. There are two apps in this addon, one is designed for Dispatchers, and the other is a mobile app for Technicians.

We have also included two new Dashboards, where Dispatchers can quickly see a 360-degree view of “everything”.

Did we mention that you want to be able to do all these things quickly and easily? This is what RapidStart is all about.

Like everything RapidStart, this app is completely customizable. Consulting and Customization services are available here.

Get Started

To use RapidStart Field Service Apps, you will need first to set up a few things. Here is the overview:

  1. Dispatcher Setup
  2. Edit Optionsets (Choices)
  3. Technician Setup and Maintenance (refer to Dispatcher Documentation for this step)
  4. Edit Email Templates (refer to Dispatcher Documentation for this step)

Note: This documentation is updated whenever we release an update. If the information or screenshots do not match what you see, you may be on an older version.