Arrivy 101, Lesson 1: Setting up Teams and Tasks

 

Welcome to Arrivy!

Arrivy was designed to make home service businesses more profitable and their customers happier by automating coordination and communications.

Getting Started

Arrivy is built around the idea that there are 3 parties involved with service jobs:

  • The home office
  • Field crews
  • The customer

Tools in Arrivy are designed to facilitate communication and the exchange of important information between these groups.The Company Account is typically managed by the person who does job scheduling. Team Accounts are accessed by field personnel and Customer Records reflect key customer information.

Adding Your Team

To add field crew members, navigate to the Team tab and use the Quick Add feature at the top of the page to add crew members.

Clicking on the Edit link will allow you to add a picture and other relevant information to the record. Pictures are displayed to customers in text and email messages when the team is enroute. Customer love seeing pictures of crew members. It gives them a sense of security to identify people who are coming to their door.

If you include an email address with the team member name they will be sent an email prompting them to download Arrivy mobile apps and create Arrivy accounts.

Creating Tasks on the Calendar

The Calendar tab allows you to view and create Tasks/appointments. You can create regular, 1-time tasks or repeating tasks that occur daily, weekly or monthly. The Task  dialog marries together Team members and Customers with a particular time/date and specific job details. In addition to Team members you can also assign Equipment to a job. Arrivy knows the availability of your Team members and Equipment and will display it as you assign them to a Task.

Adding customer information is straightforward. One element to pay attention to are the switches for Email and SMS notification at the bottom of the Customer section. These switches govern how the customer is sent messages relevant to their job. As an example, customers can be sent message reminders several days before a job, when the crew is enroute and upon job completion.

The bottom section of the dialog provides a place to add any special instructions that are relevant to the task. Tasks are accessible via Arrivy’s mobile apps (iOS & Android), so your field crews can see details wherever they are located.

In future lessons, we’ll dive into customer communications and mobile apps in more detail.

Thanks!

>Arrivy

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