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Field Office | Video 01 | Introduction thumbnail

Field Office | Video 01 | Introduction

07/30/2021

An introduction to Field Office, the latest project file for RapidWeaver!An introduction to Field Office, the latest project file for RapidWeaver! 

Transcript

00:03 hey everyone
00:04 i wanted to introduce you all to the
00:07 latest
00:07 project file from weaver based site it
00:10 is called
00:11 field office essentially it is a
00:14 crm what is a crm it's a customer
00:18 relationship manager
00:21 and what is field office the
00:24 actual description of field office is
00:27 field office is a white labeled
00:29 web-based crm
00:30 to manage your growing small business
00:32 with a compact ui and easy to use form
00:35 you'll be able to give your clients or
00:37 yourself a complete crm
00:39 to manage contacts projects proposals
00:42 contracts invoices and to-do's easily
00:46 create templates for all crm types and
00:48 manage them with the power of total cms
00:50 and foundation 6.
00:52 email your clients right from within the
00:54 crm and allow them to answer your
00:56 proposals and contracts
00:58 as well as pay invoices by following
01:00 links from the emails
01:02 back to a front-facing website with all
01:04 the information
01:05 beautifully displayed field office is
01:08 scalable
01:08 and can easily be integrated into any
01:11 website or workflow
01:13 so what does all that mean
01:16 and how does it look well this is it
01:19 this is field office
01:21 you can see here there's the dashboard
01:24 and it
01:25 is you know you can see the total of uh
01:27 crm
01:28 entries is right now at zero because i
01:30 don't have anything else in here
01:32 okay but you have projects contacts
01:34 invoices proposals
01:36 contracts and to-do's as well as a
01:40 plus button down here to add an entry
01:43 this whole project is based off of
01:47 one cr or one total cms
01:50 blog form so you can have relationships
01:54 between
01:54 all of the different entry types
01:58 and yeah so this is field office
02:01 and i will be doing more videos to
02:05 go over different aspects of it
02:08 i figured i would break it up into
02:10 smaller bite-sized chunks because
02:13 it may not seem like a big project file
02:17 but it's pretty big and it's pretty
02:19 complex
02:20 so i'm gonna do different videos to go
02:23 over
02:24 different aspects so hope to see you all
02:27 soon for the
02:27 for video number two
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