Every user must have an ID unique ID. Consider using the same you have in your CRM or ERP.

Type as you see in the Z Workforce Panel. For new users, in general, is "Field person" (EN) , "Persona de campo" (ES) or "Pessoa de campo" (PT).

Please, use the format +13061234567 (+country code, area code, and phone number) with no spaces.

The phone number is the key for app user access in the Z Workforce moble app. This number must be the same that users will install Z Workforce mobile app.

Please, indicate here the customer IDs that will be in the portfolio of this team member. If you do not send any customers ID, you will need link the customers to their portfolio in an update or manually in the Z Workforce Panel. Use "," to separate the IDs like 1110,2220,3330

Enter the start and end time of this member workday. Indicate it for every weekday. Use the standard 10h:00-17h00 (start-end).

Every customer must have an ID unique ID. Consider using the same you have in your CRM or ERP.

If your customer is a company, type the company name here. Otherwise, if your customer is a person, type the first and last name in this field.

Only the name of the street or avenue here. Put the number in the correct field below

Complement for the address like suite number or block.

If you have the neighborhood name, it will be great!

If you can, use abbreviations like US or DE

As you have created in the Z Workforce Panel.  Category and subcategory fields can only be updated directly by API, not by Zapier recipes. If you need update multiples categories and subcategories, we suggest using the API

As you have created in the Z Workforce Panel

Use this field only if already the customer GPS coordinator in your CRM

Indicate who is responsible for this customer in the company. If you let this field empty, your customer will not have a person field to visit him in the Z Workforce. If this is an update, and you give it blank, the prior person field will be unlinked for that customer.

In general, a search result starts on page 0. But if you know what you are looking for in a date range, type the number you want

Indicate how many results you want to get per page.

Use the format 2020-05-10 (year-month-day)

As registered  is in the Z Worforce Panel. Separate users by ","

As registered  is in the Z Worforce Panel. Separate customers by ","

The most common case is let this empty. The customer name is the first information that is shown in the app for a scheduled visit.

The same you have in Z Workforce Panel. In general it is the same you have in your CRM or ERP.

The same you have in Z Workforce Panel. It's essential to integrate the Z Workforce with calendars or external e-mails like Gmail, Outlook, etc.

Use this field only if you need to track a visit ID created by your CRM

You input the "zfAccomplishedVisitId" found out in the Results Visits request API

Mobile field service. With a single tool companies can improve their performance of teams in the field, fulfill checklists and generate indicators on sales, products, services, customers, quality of service and even monitor competitor actions

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