3:15PM - 4:15PM

Taking Remote Field Service to the Next Level (Version 18)

Experience Level: Intermediate

You’ve mastered the fundamentals, now explore some of the more advanced features in RFS.

We will review workflows and processes outside of the standard call completion including:
– Quote creation
– Working on multiple service orders
– Creating a customer
– Creating and scheduling service orders
– Creating indirect schedules (tasks)
– Equipment task lists / forms
– Introduction to Jobs in RFS

Location: Lilac

Will Nixon