Lighthouse – Getting Started

Implementation

Pre-go-live checklist

Web

Forms

Forms overview

Adding a new form template

Locations

Adding locations

Setting up service hours

Maps

Maps overview and navigation

Searching for locations

Searching for employees

Messages

Messages in Web

Reports

Setting up automated notifications and email reporting

Setting up reports for customers

Setting up the daily location (activity) reports

Setting up the daily shift reports

Mobile

Getting started with the Mobile App

Submitting forms overview

Scan a QR code or NFC tag

Recent activity

Messages in Mobile

Mobile Device Management (MDM) FAQ

Tip:  After you go-live, reference the related post-go-live checklist.