What systems are included in the Expert-Guided Onboarding?Updated 2 years ago
During the Expert-Guided Onboarding, we focus on integrating and setting up Service Pro911 with key systems crucial for your business operations. This includes, but is not limited to:
- CRM system setup and integration
- Inventory list importation and management
- Price list setup
- Scheduling and calendar synchronization
- Connection with Outlook, Google Calendar, and QuickBooks Online
Please ensure you have all necessary credentials and administrative rights for these systems before our session. Our aim is to provide you with a comprehensive onboarding experience to help you make the most of Service Pro911.