top of page

FSL + Crew Management Quick Start Package


Completion Timeline:
Approximately 4 Weeks

Call (800) 951-7651 or email for more information.

Project Kickoff and Business Process Reviews

    We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.

Service Region & Workforce Setup

    We’ll configure your regions, service territories, and locations to track service work by geography. We’ll model your work areas to also include warehouses, vans, or work sites if needed.

Workforce & Time Tracking Setup

    We’ll create service resources and crews modeled after your workforce grouped by skills and experience to be assigned service appointments. We’ll also establish operating hours and time tracking for reporting on time spent on assigned tasks.

Work Orders & Inventory Management

We’ll configure work orders for tracking service requests & tickets based on customer records, including work order templates. We’ll also configure inventory management to view the storage, request, transfer, and usage of every item in stock.

Crew Management

We’ll give FS admins and dispatchers access to crew management tools where they can easily create service crews and update crew membership.

Salesforce Training

We’ll perform a custom, one-hour webinar training session of your Salesforce application.

Ready to get started? We can help.


  ☆☆☆☆☆ 5/5 AppExchange Reviews Rating

bottom of page