Service Provider Onboarding
Follow a guided setup path for organizing customer records, choosing a subscription, configuring account settings, adding users, setting up testing workflows, and helping your team find information faster in R2.
Setup Path
Follow the Service Provider Setup Flow
This flow helps service providers prepare before signing up, configure the account after subscribing, organize customer records, and develop workflows that help office staff and field technicians find information faster.
Pre Sign-Up
Before subscribing, identify the customer locations, assets, assemblies, testers, gauges, and team members you plan to manage.
2Choose Subscription
Select the subscription type and level that best fits your location capacity, asset capacity, and user seat needs.
3Configure Account
Review company profile, branding, billing, notifications, visibility, and other account-level settings.
4Add Users & Permissions
Add users, assign access levels, and determine who will manage customers, records, scheduling, and field activity.
5Create & Link Records
Create customer locations, contacts, assets, and assemblies. Link records together where it supports your workflow.
6Configure Cross Connection
Set up testers, gauges, certifications, calibration files, and testing workflows.
7Develop Service Workflows
Use tasks, routes, rounds, notices, reports, and service history to support office and field operations.
8Workflow Your Way
Use this setup flow as a guide, then adapt R2 to match your company’s service process.
Before You Sign Up
Prepare Your Existing Customer Records
Before setting up your account, identify the customer locations, assemblies, assets, and team members you plan to manage. This helps you choose the right subscription and decide whether to enter records manually or use Data Import Services.
Optional Setup Help
Data Import Services
If you already have customer records, locations, assets, or assemblies in spreadsheets or another system, R2 can help import supported record types so you do not have to add everything manually.
Learn About Data ImportSign Up & Subscription
Choose the Right Subscription for Your Company
Service providers should choose a subscription based on location capacity, asset capacity, and user seats.
Location Capacity
Estimate how many customer locations or service sites you plan to manage. As your customer base grows, capacity can be adjusted at any time.
Asset Capacity
Estimate how many assets or assemblies you plan to track across all customer locations, including backflow assemblies and other equipment records.
User Seats
Review how many team members require their own R2 account and determine the appropriate access level for each person.
Account Setup
Configure Your Company Settings
Before building records and service workflows, review your account settings and company preferences. Configuring these items early helps create a smoother onboarding experience.
Profile Settings
Review company profile details and make sure core account information is accurate.
- Company name
- Contact information
- Business address
- Service area details
Branding & Visibility
Configure how your company appears across supported areas of the platform.
- Upload company logo
- Configure branding
- Visibility preferences
- External access settings
Billing & Notifications
Review subscription-related settings and communication preferences.
- Subscription management
- Billing information
- Notification preferences
- Account communications
Users & Access
Configure User Seats and Access Levels
Each team member should have their own login. Service providers commonly use Admins for oversight, Managers for office operations, and Users for technicians or field personnel.
Administrator
Highest access level for full company oversight, setup, configuration, users, and records.
- Full system control
- Can manage users and records
- Best for owners or administrators
Manager
Operational access for managing records, supporting users, and helping oversee daily service activity.
- Can create and edit records
- Can support field operations
- Best for office managers or supervisors
User
Standard access for team members completing assigned work and interacting with relevant records.
- Works with assigned records
- Completes tasks and updates activity
- Best for field staff or technicians
Customer Records
Build Organized Customer Records
Service providers are often managing many customer locations, assemblies, and service records. Building organized records early makes it easier for office staff and field technicians to quickly find the information they need when work needs to be completed.
Create the Location Record
Create a location record for each customer property, facility, or service address. The location becomes a convenient place where your team can quickly find customer information, assemblies, service history, and active work.
- Customer service address
- Map and navigation support
- Linked contacts
- Easier technician access in the field
Add & Link Related Records
Connect the information your team needs before arriving on-site.
- Customer contact information
- Assembly records
- Asset records
- Related service history
Build Better Field Records
Supporting information helps technicians and office staff quickly understand a location before work begins.
- Notes
- Files
- Photos
- Notices
- Service history
Cross Connection Module
Configure Cross Connection Workflows
If your company performs backflow testing, configure testing records before field work begins so testers, gauges, reports, and testing workflows are ready when work is assigned.
Add Testers & Link Gauges
Build tester records and associate gauges used for testing activity. Add tester certifications to tester files and calibration certificates to gauge files.
- Tester certifications
- Certification expiration dates
- Gauge records
- Calibration dates
- Calibration certificates
Configure Testing Workflows
Configure the testing workflows and records your team needs to complete work accurately in the field.
- OneTest access
- Test report workflows
- Customer reporting
- Utility reporting
- Compliance documentation
Tester Access
Testers may create a free account using the email associated with their Tester record. Testers are used for performing backflow tests and do not consume a user seat.
Why This Matters
Proper tester, gauge, and workflow setup supports accurate reporting, cleaner testing records, and ensures technicians have the information they need while performing work in the field.
Service Workflows
Develop Workflows That Help Your Team Find Information Faster
Once records are established, begin building workflows that support daily operations, field work, customer communication, and service history.
Customer Records
Maintain organized customer information across all service locations.
Tasks
Create, assign, schedule, and track work tied to customer locations, assets, and assemblies.
Routes & Rounds
Build technician routes and quickly locate customer sites in the field.
Service History
Review previous visits, notes, reports, and testing activity before arriving on-site.
