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FieldWorker for Support Coordinators
Getting Started
Importing Your Data
6

Importing Your Data

Last Update há 2 anos
How to import existing records, add clients and set up projects.
Ben
How to add projects and tasks
Last Update há 2 anos
How to add new clients
Last Update há 2 anos
How to import your data into FieldWorker
Last Update há 2 anos
Importing your data from iRecords
Last Update há 2 anos
Importing your employee data
Last Update há 2 anos
Importing your customer data
Last Update há 2 anos

Other Categories

FieldWorker for Support Coordinators
Everything organizations focused on support coordination need to quickly get set up and benefitting from FieldWorker.
Last Update há 2 anos
FieldWorker for Case Management
Everything organizations focused on case management and guardianships need to quickly get set up and benefitting from FieldWorker.
Last Update há 2 anos
FieldWorker for Care Providers
Everything organizations focused on care provision need to quickly get set up and benefitting from FieldWorker.
Last Update há 2 anos
Pricing & Plans
Answers to all of your questions on the plans we offer and pricing.
Last Update há 4 anos
Why use FieldWorker?
Discover why we decided to build FieldWorker as a platform to empower agencies and care workers!
Last Update há 4 anos
FAQs
Find answers to the most commonly asked questions here!
13 articles and and other
Last Update há 2 anos
Fieldworker concepts
Learn the basic building blocks for organizing your agency's data and information in Fieldworker. Know about organizing Customers, Projects, Tasks, Contacts, Locations and Artifacts.
4 articles and other
Last Update há 2 anos
Video Tutorials
Here, our team guide you through various processes on FieldWorker
14 articles and other
Last Update há 3 anos
Resources
A collection of resources to help you and your team set up and use FieldWorker successfully!
Last Update há 3 anos

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