How to create an Office on FieldServicely?
Learn how to create an office on FieldServicely step-by-step to manage teams, locations, and operations efficiently.
Select ‘Offices’ on the left side bar, and once the module opens click on ‘+ Create Office’ button.
Now a form will pop up, input your desired office name into it.
Now assign a member to this office and choose a location for it.
Input:
- Location name
- Address
- Radius of the office grounds
Once you have input a location, click on the ‘Add Location' button.
Now, with all information put in place, click on the ‘Save & Close’ Button.
