What to Expect

You can expect industry leading customer support while working with your dedicated Customer Success Manager and the FlowPath team throughout launch and ongoing optimizations.

Onboarding is completed in roughly 4 sessions. You can expect each of these sessions to last half an hour to an hour. Onboarding in most cases takes two weeks or less from data import to your go live date.

However, FlowPath will move at your pace during the onboarding and implementation phase.

Onboarding Meeting Schedule

Kickoff

To kick off your onboarding process we will review a brief

implementation questionnaire to understand your business needs

and align with both FlowPath and industry best practices. During

this call, we will identify profile and user preferences, set up

accounts and locations, review work order submission methods,

discuss the export/import process and timelines, and establish your

go-live plan.

Data Migration

Data migration doesn't have to be a daunting task. We've

streamlined it for you, offering two easy options. You can either

export your data and transfer it to our templates or send us your

data and we'll clean it up. Once we receive your data, our team will

handle the migration process seamlessly, ensuring a quick and

efficient transition of all your data from your existing software to

FlowPath.

Data Validation

We understand how crucial it is to get your data migration right.

After we complete the import of your data, we schedule a

comprehensive Data Validation Call to review every aspect of your

migration.

During this call, we'll review all imported data, user profiles, and

permission details. We'll also walk through your category

automations and external forms/work order submission processes

to ensure that everything is working smoothly.

Finally, we'll provide you with a detailed overview of admin settings

and general work order training so that you're fully equipped to use

the FlowPath platform.

Import Templates

We are happy to import your data, whether that's in the current spreadsheet you're using or using our spreadsheets we provide, here are the main items to import:

Locations

These are all client accounts and physical locations that work orders, inventory, equipment, and users will be associated with. You can send over a current spreadsheet you're using or fill out the LocationImport CSV we provide and return it to us.

Users

These are all users that will need access to request/create/edit/complete work orders, we can walk through permissions for each at our next meeting. Please fill out the UsersImport CSV we provide and return it to us.

Equipment

This is all equipment at each location, if you have any type of spreadsheet currently, you can forward over to us, or you can use the EquipmentImport template we provide and return it to us.

Inventory

Any piece of inventory you would like to track you can send over for us to import or you can fill out the InventoryImport CSV we provide and return it to us.

Vendors

Any vendor you would like to track against work orders and cost, feel free to send over and we can import or please fill out the VendorImport CSV we provide and return to us.

Ongoing Customer Support

Customer support comes with no extra charge and we are available 24/7 via email and during general working hours via phone, or chat, which we will respond to as soon as possible.