Custanova White-Label Client Workspace Setup (Onboarding)

Custanova White-Label Client Workspace Setup (Onboarding)

1. 01

   Access the White-Label Settings under the Admin panel.

   Upload your agency's logo, set your domain, and apply brand colors to the client workspace.

2. 02

   Create a new client workspace via the multi-tenant architecture.

   Assign a unique subdomain and configure user roles for the client's team.

3. 03

   Configure the CRM module for the client.

   Set up lead capture forms and pipeline stages tailored to the client's field service workflows.

4. 04

   Build industrial forms using the no-code form builder.

   Add branching logic to handle complex service requests, such as multi-step inspections or compliance checks.

5. 05

   Set up the invoicing hub with the client's pricing catalog.

   Integrate with Xero or Sage to sync invoices and payment data automatically.

6. 06

   Enable offline capability for field teams.

   Configure the mobile app to allow task updates and form submissions without internet, syncing when back online.

7. 07

   Test the workflow end-to-end.

   Simulate a lead capture, dispatch to a field tech, complete a task with proof of delivery, and generate an invoice.

8. 08

   Train the client's team on the new workspace.

   Walk through the mobile interface, offline usage, and how to access support tickets.