RapidStart Field Service Calendar Setup

The RapidStart Field Service App includes several calendar views. In order for your Technicians to appear on these calendar views correctly, you will need to create and assign them the position of Technician and give them the Technician Security role.

Step One: Open the RapidStart Settings App, and then “Positions” in the sidebar

1. Select Positions
2. Add New Position
3. Makes sure it is spelled exactly “Technician”.

Step Two: Now select Users in the sidebar.

1. Select Users
2. If the User you are looking for does not appear in the RapidStart Access Users view
3. Switch the View to Available Users

Open the record for the user you want. (If the user does not appear, confirm you have assigned them a license)

1. Give the user the Technician position you created earlier.
2. Select a color for how the user will appear in calendar views.
3. Enter Initials for how the user will appear in calender views.
4. Assign the RapidStart Technician security role.
5. Save and close the record.

Repeat Step Two for all Technicians.