12/31/2021

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 Orders for your field technicians. These Service Appointments will appear in the RapidStartCRM Technician mobile app for each Technician. You can track the progress of Service Appointments towards completion of Work Orders and Cases.

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.

Basic Process

  1. Create a new Case or open an existing Case
  2. Add Work Order(s) to Cases
  3. Open the new Work Order or an existing Work Order
  4. Add Service Appointment(s) to Work Orders

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

RapidStartCRM Field Service Addon sends status alerts to your Service Contacts when a Service Appointment is scheduled, and when the Technician updates the status on their mobile app. By default, these emails come from the Work Order owner which is usually the Dispatcher. In order for the system to send these automated emails, the Dispatcher (You) will need to allow it by clicking on the gear in the upper right (1) to go to your Personalization Settings, then click the email tab (2), then tick the box (3).

Get Started

You should explore the RapidStartCRM documentation first, as the core functionality of RapidStartCRM is not included here. Please explore the links to the right to learn more about each of the functional areas specific to Dispatchers for the RapidStartCRM Field Service Addon.

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