Connect the right records
Agree the source systems, customer and site data, service modules and records the Harness will work with. Review imports and exceptions before relying on them.
Working by chat
Use your own words to run the workflow.
Ask FieldTracer to find a customer, prepare an order or work with a service schedule. The Harness connects those requests to your operational software, so staff can focus on the task instead of memorizing every screen.
Good setup makes the conversation useful.
Set permissions and checks
Decide which tasks each person can perform and which changes require review. The connected system and workflow scope determine what is available.
Practise the daily work
Walk through representative orders, scheduling changes and billing tasks. Staff learn what information to supply, how to check a result and when to ask for help.
Keep procedures available as the team changes.
Skills hold the workflow instructions your team maintains. New staff can use those instructions through chat, while managers keep permissions and procedures current. Onboarding and human review remain part of running the operation.
Available today: FieldTracer Hosted for Portable Toilets, Container and Septic, and the Harness for PRO Enterprise. Other products and trade workflows have their own availability and scope.
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