freshOps App

Martin Callan

Getting Started within the freshOps WebApp for  Business Owners/Supervisors

Getting Started

This guide will help you with subscribing to a freshOps Account

How do I sign up to freshOps

Using the 30 Day Trial effectively

Explanation of what our Onboarding Session are and include.

Onboarding Session

Order freshOps Tags

If you've already worked out you need freshOps, signup like this. We'll then send some more freshOps tags out.

SignUp when in Trial

Learn how to move around the freshOps dashboard and what all these bells and whistle actually do.

How to: Navigate the Dashboard

Learn how to Add your first New Client into freshOps

How to: Add a New Client

How to: Add a New Site

How to: Add a New Visit Schedule

Learn how to Add your first New Task Schedules into freshOps

How To: Add New Task Schedules

Getting Started Videos

Swipe and Deploy Content for Selling freshOps to your Clients & Onboarding Staff

Help for Clients to Access the freshOps Client Site Portal

Client Site Portal Guide

Locating the freshOps Tags on Client Sites

Introducing your Customers to FreshOps

Learn how to get support directly in freshOps whether on desktop or on the mobile apps, we are here to help.

How to get Support within the freshOps Apps

Support

How to populate your data into our CSV Files for uploading into freshOps

Done For You Service

How to get started setting up your account after the freshOps Done for You Service

Set-Up after freshOps Done For You Service

Done For You Services

getfreshOps.com

freshOps Global Website

freshOps UK Website

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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