Getting Started

Welcome to NextFSM! This guide will help you set up your account and start managing your field service operations.

1. Create Your Account

1. Go to nextfsm.com/register
2. Enter your name, email, and create a password
3. Your organization is automatically created
4. You'll be prompted to set up two-factor authentication (recommended)

2. Add Your Team

After logging in, invite your team members:

1. Go to Settings → Users
2. Click Invite User
3. Enter their email and select a role:
   • Admin - Full access to all features
   • Dispatcher - Manage work orders and scheduling
   • Technician - View and complete assigned work orders

3. Set Up Your Customers

Before creating work orders, add your customers:

1. Go to Customers
2. Click Add Customer
3. Enter customer details and service locations
4. Optionally link to a contract for SLA tracking

4. Create Your First Work Order

1. Go to Work Orders
2. Click New Work Order
3. Select a customer and location
4. Add a description and required skills
5. Assign a technician or leave unassigned for dispatching

5. Dispatch & Track

Use the Calendar or Map view to:

• See all scheduled work orders
• Drag and drop to reschedule
• Track technician locations in real-time

Next Steps

• Learn about Work Orders
• Set up Inventory
• Configure Contracts & SLAs