Gather the information your team already uses
- 01Company details, locations, service areas, business hours, and primary contacts.
- 02User list, job responsibilities, access needs, and approval responsibilities.
- 03Services, pricing methods, common job types, maintenance programs, and customer terms.
- 04Customer, site, equipment, vendor, and inventory information that should move into one system.
02 // PREPARE THE TEAM
Choose clear owners for the rollout
Assign one business owner for decisions, one day-to-day coordinator, and a representative from the office and field teams.
Office Lead
Confirms customers, services, scheduling, billing, and office workflows.
Field Lead
Confirms mobile use, work packets, closeout steps, and field expectations.
03 // NEXT STEP
VIEW IMPLEMENTATION →Plan the rollout sequence
Once the business information and team owners are ready, review the implementation guide.