Hey there!

We are super excited for you to start using FlowPath, below is a quick guide to how onboarding will work.

Onboarding Timeline

Month 1 - weekly meetings

For the first month we will meet weekly to cover the following topics:

1) Work Order visible fields, user permissions, spending thresholds, vendor tracking

2) Equipment tracking, QRCodes, PM Schedules

3) Inventory tracking, adjustment reports

4) Reporting metrics and scheduled reports

We usually see customers up and running within the first week, the follow-on meetings are to make sure the FlowPath team can answer any questions you may have or assist in any trainings.

Month 2+ - monthly meetings

Happy customers are our #1 goal, so we like to meet with you monthly to check in and make sure everything is running smoothly. Monthly is just recommended, we can meet at any cadence you would prefer.

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.

Every customer of FlowPath has a Customer Success Manager as their main point of contact, which will be with you every step of the way.

Explore More Features

Keep learning about FlowPath, click the link below:

Home Dashboard Overview

Simple Work Order Creation

Insights Suite Overview

Inventory and Procurement Overview

Asset and PM Schedule Overview

Settings and Permissions Overview

Vendor Management Overview

External Vendor Communication

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