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Have your company data ready and we will get you up and running in under 1 hour

Here is a list of the information we need:

Company address and locations
Service zones, cities and postal/zip codes covered
Field Agent skills
Market sectors (Residential, Commercial, Industrial)
Work order types (installation, service, survey, etc)
Work order statuses (if you have specific requirements for your workflow)
Payment terms
Service Level Agrements (SLAs) in hours/days
Custom fields
Products and services (with pricing)
Tax information
Clients and service locations (for pre-loading) or could be synchronized from Quickbooks online.
Users to be given access