Resco Routes: How to start your free trial

resco_routes_header03

Sales and service professionals can spend significant portion of their time outside of the office. This part of the job may be kind of a black box for the management – the employee left, the employee came back, but what exactly happened in between? Has the work been done effectively? Are the tasks planned properly?

If you want more insight into your team’s progress in the field, you may benefit from using Resco Routes.

Today, we’ll look at how to set up a free 30-day trial, so you can test the solution yourself. This is a guide to a standalone trial with demo data, however, the solution can also be integrated with Microsoft Dynamics 365, Salesforce, and other systems.

Contents

Part 1: Creating your demo organization
Part 2: Connecting the mobile app to your demo organization

Part 1: Creating your demo organization

Step 1: Navigate to this form and fill out your contact information.

resco_routes_free_trial_01

Step 2: Check your inbox for a welcome email. Click the “Start here” button to start creating your new organization.

resco_routes_free_trial_02b

Step 3: Your contact information will already be filled in. Fill out the rest of the form and click “Create organization”. The request may take a few minutes to complete. When it’s done, you will be automatically redirected to your organization’s console.

resco_routes_free_trial_03

Step 4:  Once the organization is created, you will also receive another email with your organization’s URL, login info and trial expiration date.

resco_routes_free_trial_04

Step 5: Welcome to your console! Here you’ll find:

  • The Schedule Board, where you can plan daily activities of your field team
  • The Location Monitor, where you can keep track of mobile users in real time
  • App store links to the Resco Routes mobile app
  • Woodford, Resco’s customization tool enabling you to customize the app
  • The Admin Console, where you can manage your data, entities, users, and more

resco_routes_free_trial_05

Part 2: Connecting the mobile app to your demo organization

Step 1: Download the Resco Routes mobile app from your app store: Apple iTunes, Google Play

Step 2: The app already contains demo data. However, to connect it to your organization and work with it, select “Internal User” and follow these steps:

  1. Select “Standard User”
  2. Enter the URL and username from your confirmation email.
  3. Enter the password you used when you created your organization in Part 1, Step 3.
  4. Tap the sync icon in the top right corner and wait for the app to sync to your organization.

resco_routes_free_trial_06

Congratulations, you are all set!

Now you can give it a try and assign appointments, work with them in the app, and monitor the progress. Remember, this is an initial out-of-the box demo, but you are free to tailor your organization to suit your requirements.

If you have any questions, don’t hesitate to get in touch with us at sales@resco.net. Our account managers will be happy to help you out with Resco Routes or any other Resco products.

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s