Field Services setup is very straight forward.
The RugSimple App requires vehicles that will then be assigned "jobs and routes"
Each vehicle requires a staff member or "Crew" to address / command those vehicles on the jobs and routes
Vehicle Setup
As an administrator, scroll to the bottom of the menu and click Settings --> List Management.
Scroll down to Field Services and click Vehicle
Click the "+" / Add button at the bottom right
Enter a friendly name for the vehicle that you will recognize and the type of vehicle for easy reference:
Your vehicle will automatically be added to your list. Repeat this process for as many vehicles as you have / use in your Field Services operations
Crew Setup
As an administrator, scroll to the bottom of the menu and click Settings --> List Management.
Scroll down to Field Services and click Crew
Click the "+" / Add button at the bottom right
Enter a friendly name for the person, team or crew that you will recognize:
Your crew member will automatically be added to your list. Repeat this process for as many crews as you have / use in your Field Services operations
