Spearhead Setup

Fill in Spearhead onboarding spreadsheets to have most of the base data already ported over

Accept welcome email for backoffice role. 

Login to Spearhead. 

Add customers. Include: 

1. Contacts

2. Worksites

3. Pricebook

   1. Create a pricebook or use the sample global pricing that's provided until you're able to add a pricebook.  

Add agents, include:

1. Names 

2. Roles
3. Email addresses
4. Dedicate to customers

To begin adding work/creating tickets, include

1. Ticket Types

2. Checklists
3. Worksites, customers, and dedicated agents to service both. 

To begin back office work: 

1. Billing Rules

2. Contract Rules

3. Pricebooks

Setup Ticket Types in Org Settings. 

Choose notification preferences