Our process begins by reviewing your requirements, Cleargistix system’s functionality and establishing a road-map for success.

– Set short and long term goals
– Establish metrics for goals
– Discuss tickets and their requirements
– Discuss ticket steps and workflows
– Discuss custom fields
– Define desktop and form customizations
– Discuss reporting requirements
– Review import templates for seed data
– Customers
– Employees
– Assets
– Charge Items
– Define job profiles
– Discuss security, permissions, and notifications
– Establish roadmap for success