FIELD ONBOARDING

Configure delivery around
how your business actually works.

Field onboarding focuses on workforce, scheduling, field execution, readiness, evidence, quality, Standards and authority — not marketing or reception setup.

01

Service & job model

Configure Field services, job types, recurring work, sites, scopes, expected durations and operational workflow.

02

Human workforce

Add workers, roles, skills, qualifications, availability, job eligibility and escalation ownership.

03

Scheduling & dispatch rules

Set business hours, service areas, travel assumptions, assignment logic, capacity and conflict rules.

04

Titan Go

Configure mobile job actions, field instructions, checklists, evidence, variations, incidents and offline behaviour.

05

Materials, inventory & equipment

Define job materials, stock locations, equipment, custody, condition, maintenance and readiness rules.

06

Standards & quality

Load SOPs, work instructions, evidence gates, inspections, safety controls, compliance and competency requirements.

07

Digital Field workforce

Assign the Operations Manager, Specialists and Workers, then define Observe, Recommend, Prepare and Execute authority per capability.

08

Desk & Pay handoffs

Define what Field receives from Desk and what verified completion sends to Pay.

09

Launch & tune

Start with bounded authority, review real exceptions, validate offline/recovery behaviour and expand autonomy only where earned.

FIELD LAUNCH CHECK

Know why a job is — or is not — ready.

01

Correct worker

Skills, qualification, availability and job eligibility are satisfied.

02

Materials ready

Required materials and consumables are available or procurement is understood.

03

Equipment ready

Required equipment exists, is assigned/available and is in suitable condition.

04

Access confirmed

Site access, location and arrival requirements are known.

05

Work pack ready

Scope, instructions, checklists, Standards and evidence requirements are current.

06

Authority clear

The digital workforce knows which actions may execute and which must escalate.

Deploy Field progressively.

Start with clean operational context and bounded authority, then expand automation from real evidence.