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Getting your team set up: a checklist for owners

A step-by-step checklist for new Owners, from subscription and invitations to jobs, suppliers and pricing.

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Written by Justin Tannenbaum

This checklist takes a new Owner from first login to a team that is up and running. Work through it in order. Some steps depend on your subscription, which Aiventic arranges with you.

Who can do this: Owners. Some steps need an active subscription.

Checklist

  1. Log in. Use the phone number or email Aiventic or your colleague invited. See "Log in to Aiventic".

  2. Check your subscription. Open Settings > Plan & billing. It should read Your subscription is active. If it says Billing is inactive for your team, contact Aiventic support. See "Manage your subscription and payment method".

  3. Update your profile. In Settings > Profile, check your name, email and photo. See "Update your profile".

  4. Invite your team. In Settings > Team, add each person's email, phone number, full name and role. See "Invite team members" and "How seats work".

  5. Get your jobs in. Connect your field service software in Settings > Integrations, or upload a spreadsheet in Settings > Data Hub > Jobs. See "How do jobs get into Aiventic?", "Connect your field service software" and "Import jobs from a spreadsheet".

  6. Link technicians to user accounts. This lets Aiventic show each technician's jobs and usage. See "Link technicians to user accounts".

  7. Connect your parts suppliers. See "Connect a parts supplier account".

  8. Set up job options. In Data Hub > Jobs, choose active statuses, the AI output language and how job cards read. See "Jobs settings: active statuses, pre-triage, language and job cards".

  9. Add checklists, contacts and your handbook. See "Set up team and maintenance checklists", "Manage your team phone book" and "Add your company handbook and policies".

  10. Set quote pricing. See "How quote pricing works".

  11. Decide what technicians can see. In Settings > Privacy you can hide customer contact details. See "Hide customer contact details from technicians".

  12. Set notifications. See "Notifications and daily job summaries".

  13. Have your team install Aiventic on their phones. See "Install Aiventic on your phone or tablet".

Set up by Aiventic

Some features are turned on for your team by Aiventic, not by you: automatic triage of jobs (Pre-Triage), Unit History, the brands your team has, pricing templates, extra teams, and plan or seat changes. If you need one of these, contact Aiventic support.

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