Get Up & Running in Minutes
Follow these step-by-step guides to set up your account, add your team, manage inventory, and start running your field service operations like a pro.
IGetting Started
Step 1
Create Your Account
Sign up and set up your company profile.
Step 2
Add Your Technicians
Invite and manage your field service team.
Step 3
Add Customers
Build your customer database for job tracking.
Step 4
Set Up Warehouse Inventory
Stock your warehouse and manage parts.
Step 5
Generate & Assign Inventory to Technicians
Transfer parts from warehouse to technician trucks.
IIFeature Guides
Step 1
Create & Manage Jobs
Schedule, assign, and track field service jobs.
Step 2
Generate Quotes & Invoices
Create professional quotes and convert them to invoices.
Step 3
Use QR Codes for Equipment
Generate and scan QR codes for fast equipment lookup.
Step 4
View Reports & Analytics
Monitor business performance with real-time dashboards.
Step 5
Use Raven AI Assistant
Get AI-powered help for navigation, data entry, and insights.
Step 6
Safety Training & Compliance
Assign and track safety training modules for your team.
Ready to get started?
