Onboarding
Partner with HeadCount
Our customer success experts will guide you every step of the way to ensure that your organization gets up and running in a timely manner, and begins reaping the benefits of our software!
- Create Facility Assets:
- Add your buildings, floorplan drawings and barcoded assets into the system.
- Invite Users and Create Teams:
- Invite other administrators and technicians to the application and organize teams giving only the permissions you desire.
- Configure Compliance and Maintenance Settings:
- Configure inspection, testing and preventative maintenance routines as well as your work request portals.
Training Topics
Top-notch training and customer support to ensure success!
Every organization is assigned to a customer success agent who will guide you every step of the way! We're here for you and only want our software to make your lives easier!
- Overview of HeadCount
- An overview of our software's features, functions, and capabilities, as well as an introduction to the user interface and navigation.
- Admin and Technician Overview
- Learn more about the roles that administrators, technicians and vendors play in the workflow of our application and receive training specific to the various roles.
- Advanced Configurations
- Training on how to customize and configure HeadCount to meet the specific needs and requirements of your facility.
- Hands-on training scenarios
- Build your skills with confidence through real-world scenarios and case studies, as well as hands-on exercises and demonstrations.
- Best practices and tips
- Receive guidance on best practices and tips for managing your maintenance and compliance workflow by using HeadCount efficiently and effectively.
- User support and resources
- Information on user support and resources, such as online training materials, user forums, and dedicated support teams.
Training Options
Which training options are right for you?
- Self-Guided Online
An online, self-guided onboarding experience will take you step by step through the onboarding process providing all necessary information for you to get started on your own.
- Zoom Training
Still have questions about onboarding? Schedule a zoom call with a HeadCount customer success expert to personally provide training for your administrators and technicians.
- On Site Training
Are you a larger organization that would benefit from hands-on training by a HeadCount customer success expert in your facility? We'll come and personally train your staff on our software.