FAST ONBOARDING
Get onboard in hours, not weeks●
Most field ops platforms take weeks to deploy. WorkOps gets your company configured, your data imported, and your crews in the field — in hours.
YOUR CHOICE
Do it yourself, or we'll do it for you●
Some teams want to drive. Others want to hand over the keys. WorkOps supports both. Run through our guided onboarding wizard at your own pace — or hand us your data and our team handles everything. Either way, you’re live in hours.
Self-Guided Setup
Walk through our step-by-step onboarding wizard. Configure your company, import your data, invite your crew, and go live — all on your own timeline. Help documentation and chat support at every step.
- Step-by-step guided wizard
- CSV & Excel data import
- In-app help & live chat support
- Go at your own pace
White-Glove Migration
Hand us your data and we handle everything. Our onboarding specialists configure your account, migrate your records, set up your forms, and train your team. You show up on go-live day ready to dispatch.
- Dedicated onboarding specialist
- Full data migration from any platform
- Custom form & workflow setup
- Live crew training session
HOW IT WORKS
Four steps to operational●
1
Configure
Set up your company profile, divisions, cost centers, and billing structure. Define your event types, workflows, and notification rules.
2
Import
Bring your employees, customers, job sites, and equipment from CSV, Excel, or directly from another platform. We map and validate everything.
3
Invite
Send mobile invites to your crew via email, text, or push notification. They download the app, authenticate with biometrics, and they’re ready to go.
✓
Go Live
Dispatch your first job, track your first pulse, close your first ticket. Your team is operational — in hours, not weeks.
DATA MIGRATION
Import from anywhere●
Switching from another platform? We make it painless. Upload spreadsheets, connect via API, or let our team handle the full migration. Your historical data, customer records, and crew information come with you.
CSV & Excel Import
Upload spreadsheets with employees, customers, sites, and equipment. We auto-map columns and validate data.
Platform Migration
Coming from another field ops tool? Our migration specialists handle the full transfer — data, configs, and history.
API Integration
Connect your existing systems directly. Sync employees, jobs, and customer data automatically through our REST API.
WorkOps Academy
Learn it● Live it● Lead with it●
WorkOps Academy is a dedicated learning and certification platform for your team. Self-paced courses, live workshops, and tiered certifications that validate real expertise — from field operators to executive leadership.
Practitioner Pathway
Build Your Foundation
For new users, field operators, and administrators. Master Work*Ops fundamentals — work orders, mobile workflows, time tracking, cost management, and basic reporting.
WorkOps Certified Practitioner
Professional Pathway
Optimize & Scale
For supervisors, managers, and operations specialists. Process automation, resource planning, KPI dashboards, and integrations with finance and HR systems.
WorkOps Certified Practitioner
Leader Pathway
Transform & Lead
For executives and strategy leaders. Operational intelligence, data governance, financial forecasting, ROI measurement, and building a culture of operational excellence.
WorkOps Certified Leader
Self-Paced Courses
On-demand from any device
Live Workshops
Virtual bootcamps with instructors
Digital Credentials
Badges and certificates
Certified Network
Community and peer learning
Ready to get your team onboard?
See how fast your operation can go live. We’ll walk you through the guided setup, import your data, and have your first crews dispatched — all in one session.