Frequently Asked Questions
All documents are downloaded into Microsoft Word, giving you flexibility to make any final edits for exceptions to the standard templates.
There are also multiple Microsoft Excel downloads for large tables of data - for example: equipment inventories, filter lists, spend plans, etc.
Yes, as long as you have an internet connection. Connect is a browser-based program, meaning you access it through your internet browser like Google Chrome.
There is also a mobile app available on iOS and Android for building equipment inventories and providing quick quotes for repair.
More coming to mobile soon with the release of Connect Operations, September 2021!
We understand the challenges of implementing new software, which is why Connect Software has partnered with the world's most successful "digital adoption platform", WalkMe (www.walkme.com).
Through this easy adoption and training tool, as well as a dedicated Customer Success Manager, we can guarantee a painless, organized onboarding process for you and your teams.
Connect has the ability to map to any operations platform/ERP system for an additional fee, provided the system you use allows integrations through APIs. If not, we can also explore the option of providing exports from Connect which you could then import into your system.
Coming in September 2021! Connect is developing an integrated operations system to include dispatching, scheduling, billing/costing, inventory management and a mobile field management tool. Click here to learn more!
Following the initial onboarding training, Connect provides an ongoing webinar series with 30-minute tutorials twice per week. In these webinars, users will have an opportunity to ask questions and see best practices, as well as learn about new features.
Each of these webinars will be recorded and made available to you to watch at your convenience.
Additionally, your Connect team is available Monday - Friday, 8:00AM - 5:00PM EST.