First Steps (Approx. 30 minutes)
In starting to use any system like Ignition, it is usually best to start with well defined, achievable short-term goals.
In this module, we will walk you through a series of first steps which will get you ready to have your Technicians in the field starting to report out their visits into Ignition in real-time. Most importantly, most of these steps you will only have to perform once or very rarely going forward.
We recognize that starting to use any new system, however simple or user-friendly, can be daunting so we are available to help you out – so feel free to reach out at any time or review the Knowledge Base herein. We will handle Scheduling, Invoicing and other important parts in the system
Step 1: Setup a Customer
You’ll need Customers listed for Technicians to use in the App when in the field. Usually all your Customers are already setup in Ignition after Onboarding, but if you need to verify this or add a new Customer, you can follow these easy steps.
You can find more about the Customer Table and the Customer Profile in this article
Step 2: Setup Product and Services
Next you’ll need Services and Products in the system in order for the Technicians to check off what they did in the Field. Usually all your Products & Services are already setup in Ignition after Onboarding, but if you need to verify this or add a new Product or Service, you can follow these easy steps.
You can find more about Products & Services in this article
Step 3: Setup Statistics (Optional)
You can also add items or information which you want Technicians to verify or collect during their visits. For example, you can keep track of chemical levels, equipment age, model and serial numbers, and any other statistics. This step is optional.
Step 4: Setup Visit Types (Recommended)
Once you have Products & Services setup, you can now setup the system to recognize your usual types of Visits that you generally perform. Typically, you will identify the most popular types of visits you do for service or maintenance and what they involved. Visit Types are particularly helpful in avoiding retyping when Scheduling, Field Work, and Invoicing, since they carry over at each step all the Work Performed and Products & Services.
Step 7: Try out Creating a new Visit Report (Field Slips)
Once you are logged into the App, you can start creating Visit Reports (we call them Field Slips). We will go through Scheduling and the Visits tab – where all the technicians’ schedule visits are listed and they can manage their routes and work performed.
And now you’re on your way!
We are always here to help!
Please contact us using our Support form anytime you need some hwlp.