Organization
Guide
See how to confirm the operation name, office address, and core context before the first schedule.
- 1. Check the organization name.
- 2. Add the office address.
- 3. Confirm contact details.
- 4. Continue to service area.
Setup checklist with foundation data, settings, and next steps.
Fields and use
| Field | Level | Why it matters | Used for |
|---|---|---|---|
| Name | First schedule | Shows which operation the planning belongs to. | Headings, reports, and organization selection. |
| Office address | First schedule | Provides a first location when a service area or employee has no local address. | Route start, inherited location values, and data readiness. |
| Contact details | Better metrics | Keeps reports and support cases understandable. | Administration and customer communication. |
Where it appears