Getting Started with PRO Plan¶

The PRO plan builds on everything in the Free plan and adds powerful automation, analytics, and communication tools designed for growing teams. This guide walks you through the features that make PRO the most popular choice for field-service companies.

Prerequisites¶

Before you begin, make sure:

• You have completed the basics covered in the Free Plan Guide — team invitations, job creation, invoicing, and customer management.
• Your subscription is active on the PRO plan (or you're within the 14-day free trial).

1. Everything in Free — included¶

All Free plan features are fully available on PRO with no limits:

• Unlimited users — no more 5-user cap. Invite your entire team.
• Unlimited jobs, customers, and invoices — same as Free.
• Manual assignment — still available alongside auto-assignment.

PRO also includes previously Enterprise-only capabilities:

• Customer portal — self-service access for your customers via magic-link login. See the customer portal guide.
• Stripe payment integration — accept online payments directly from invoices. See portal payments.
• QuickBooks Online sync — keep invoices and customers aligned with your accounting system.
• Offline mode (mobile app) — technicians keep working without internet; changes sync automatically. See offline mode.
• Customer alerts & reminders — automated notification flows for appointments, late arrivals, and follow-ups.

If you haven't set up the basics yet, start with the Free Plan Guide.

2. Company branding¶

Make FSM Navigator feel like your own by customizing the look of your workspace and customer-facing documents.

1. Navigate to Settings → Company.
2. Upload your company logo — appears on the dashboard, invoices, and email notifications.
3. Set your brand colors — primary and accent colors are reflected across the UI.
4. Customize invoice branding:
   • Add your company tagline or registration number.
   • Configure the footer text that appears on PDF invoices.
5. Click Save.

3. Booking time windows¶

Give customers specific time slots when scheduling jobs, reducing missed appointments and improving satisfaction.

1. Navigate to Settings → Scheduling.
2. Enable Booking Time Windows.
3. Configure your available time slots:
   • Define morning, afternoon, and evening windows.
   • Set slot durations and buffer times between appointments.
4. When creating a job, the Booking Window field lets you select a pre-configured slot.

Read the full guide on booking time windows.

4. KPI dashboard¶

Track your team's performance with real-time analytics and key performance indicators.

1. Navigate to Dashboards → KPI from the sidebar.
2. Explore the available metrics:
   • Jobs completed — daily, weekly, and monthly totals.
   • Average resolution time — how quickly jobs move from created to completed.
   • Technician utilization — workload distribution across your team.
   • SLA compliance — percentage of jobs completed within their SLA deadline.
   • Revenue metrics — invoiced amounts and collection rates.
3. Use date filters to analyze specific periods.
4. Switch between chart views — bar, line, and table formats.

Deep-dive into all available metrics in the KPI Dashboard documentation.

5. Customer bulk import¶

Migrate your existing customer database quickly using CSV import.

1. Navigate to Customers → Bulk Import.
2. Download the CSV template — it includes all supported columns with example data.
3. Fill in your customer data following the template format:
   • Required fields: company name (or first/last name), email.
   • Optional fields: phone, address, city, state, zip, country, notes.
4. Upload your completed CSV file.
5. Review the validation summary — the system highlights any rows with errors.
6. Click Import to load the valid records.

Full details and troubleshooting in the bulk import guide.

6. Telegram notifications¶

Keep your team informed in real time by connecting FSM Navigator to a Telegram channel or group.

1. Navigate to Settings → Notifications → Telegram.
2. Click Connect Telegram Bot.
3. Follow the on-screen instructions to:
   • Add the FSM Navigator Bot to your Telegram group or channel.
   • Authorize the connection with the provided token.
4. Configure which events trigger notifications:
   • New job created.
   • Job assigned or reassigned.
   • Job status changes (e.g., started, completed).
   • SLA deadline approaching.
5. Click Save.

See the communication overview for all notification options.

7. Auto-assignment¶

Let the V5 Auto-Assignment Engine automatically match the best technician to each job — saving dispatcher time and improving response rates.

1. Navigate to Settings → Auto-Assignment.
2. Enable auto-assignment and configure your rules:
   • Skill matching — assign based on technician certifications and job type.
   • Proximity — prioritize the nearest available technician.
   • Workload balance — distribute jobs evenly across your team.
   • Availability — respect technician schedules and time-off.
3. Set the assignment trigger — auto-assign when a job is created, or when it reaches a specific status.
4. Click Save.

When a new job is created (or reaches the trigger status), the engine evaluates all available technicians and assigns the best match automatically. The assigned technician is notified immediately.

Detailed engine configuration in the auto-assignment guide.

What's next¶

You're getting the most out of PRO — here's what Enterprise adds:

• Inventory management — warehouses, bin tracking, van stock, and reorder alerts.
• Asset management — track equipment, warranties, and maintenance schedules.
• Work orders — multi-job projects with structured sub-job tracking.
• Enterprise REST API — integrate with your existing systems programmatically.
• Advanced reporting — custom date ranges, technician performance, revenue breakdowns, and SLA analytics.

Frequently asked questions¶