Getting Started 2017-12-29T15:48:02+00:00

The ServiceEcho Difference

Easily revolutionize your field service organization with ServiceEcho’s service management platform. The platform includes fully native iOS and Android field management apps.  Our team will work closely with you to streamline existing workflows which will give you a fully optimized work order management solution tailored to your business.

Getting Started with ServiceEcho Platform
How the ServiceEcho platform makes a difference

Accelerate to Market

Getting started with ServiceEcho is simple. We understand the challenges faced by services business because we already have several customer success stories. We know each service business can be unique and we are here to help. Through our set up procedure, you will be able to clearly express what information and processes need to be optimized. Once that is identified, we are confident that you will have a quick turn-around.

Day 1

Project Kick-off!

9:00am

Team Introductions

10:00am

Define Company Roles

11:00am

Define Friction Points in your Current Service Operations + Lunch Break

12:30pm

Understand how your Sales and Service Departments Communicate

1:30pm

Catalog Assets, Inventory, Staff, Service Forms, & Sales Forms

3:30pm

Gather Quoting Automation, Service Work Flow and Reporting Requirements

4:30pm

Establish Sales and Service

Day 2

Set-up Begins!

9:00am

Configure ServiceEcho User Roles

10:30am

Import Assets and Inventory Data + Lunch Break

12:00pm

Customize Sales and Service Workflows

2:00pm

See ServiceEcho in Action

3:00pm

Receive Customer Feedback

4:00pm

Iterate Customization Based on Customer Input

Day 3- All Day Training

Sales and Service Operations Training

Day 4- All Day Training

Field Service Mobile Training

But, our help won’t stop there…

On-going Support

Our team at ServiceEcho supports service teams of all sizes across North America. Our customer service team is dedicated to providing customers with quality, efficient, and effective services. From setup our team provides on-going support for training, bug fixes, and customization. We encourage you to use our support portal so we can tackle any of your questions as fast as possible.

  • Implementation and training

  • Support portal for bug fixes

  • Online meetings and training sessions

  • FAQ  documents & social media support

  • Enhanced service support packages

  • Implementation and training

  • Support portal for bug fixes

  • Online meetings and training sessions

  • FAQ  documents & social media support

  • Enhanced service support packages

Ready to get started with ServiceEcho?
Request a free demo today

REQUEST DEMO