Welcome to AgileField Onboarding

We are so happy to have you on board!  Throughout the onboarding process, there are multiple things we will utilize and things you should know.

If you haven't already, please take our NEW CLIENT FEATURE CHECKLIST.

Onboarding Process

The process will consist of:

  • Weekly Webinars
  • Team Homework
  • Weekly 1:1 with your Customer Success Manager

The onboarding process will consist of five phases:

Intro & Planning

  • System Credentials
  • Feature Checklist
  • Establish Project Teams
  • Statement of Work

Data Collection

  • Users, Customers, Equipment, Inventory, Jobs, etc.


  • Feature Flag settings
  • Custom Fields
  • Message Templates
  • Reports
  • Soft Launch Period

Training & Integration

  • Super Users, Dispatchers, Inventory, and Field Tech Training
  • System Integration *if applicable

Go Live

  • Project Closure
  • Intro to Support

Tools We Will Use

  • GoToMeeting: All meetings will include a GoToMeeting link with a dial-in phone number and link to screen share.
  • Google Drive: Signed agreements, data collection, documentation, and shared notes.
  • Airtable: Onboarding schedule accessible by both teams and updated in real-time.

Intro to Pat (Support)

Pat is the AgileField Support avatar (not a real person).  Emailing Pat will open a Support Ticket.  During onboarding you should utilize Pat for:

  • General system question and functionality
  • Custom report requests
  • Enhancement requests

Send an email to: pat@agilefieldinc.com

Platform Overview

View all of the information above and *most importantly* our Platform Overview:

Click to view the video.