RapidStartCRM Field Service Addon Admin 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?

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 from the RapidStartCRM Cases Table, 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 RapidStartCRM is all about.

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

Get Started

You should explore the RapidStartCRM documentation first, as the core functionality of RapidStartCRM is not included here.

RapidStartCRM Field Service Addon Setup

To use RapidStartCRM Field Service Addon, you will need to setup a few things first. 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)