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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)
Service Level Agrements (SLAs) in hours/days
Products and services (with pricing)
Clients and service locations (for pre-loading) or could be synchronized from Quickbooks online.
Users to be given access