Facilio DocsWork Coordination Guide
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02Start here

Getting started

The first time you open Work Coordination, give it your website. Atom reads it, sets up your agent and drafts the rules it will follow for every job. You then check those rules and change anything that isn't how your team works.

Find it inOnboarding (opens the first time you open the app)
5 sections1 how-to guides3 min readDownload .md

02.1How first-time setup works

Setup happens in three parts, in this order:

  1. 1
    Onboarding. Give Work Coordination your website. Atom reads it and drafts your Coordinator's rules.
  2. 2
    Setting up. Atom sets up your agent. This takes a moment, and the page moves on by itself.
  3. 3
    Review your rules. Open Coordinator and check the rules Atom drafted. Change anything by telling Atom in plain words.

Until onboarding is finished, every page of the app opens onboarding instead. Once it's done, onboarding doesn't open again.

02.2Step 1 · Give Atom your website

Every job assigned, chased and closed. Without the chasing. One website address is all Atom needs to start.
Fig. 02.1Every job assigned, chased and closed. Without the chasing. One website address is all Atom needs to start.

How to set up Work Coordination from your website

  1. 1
    Open Work Coordination. Onboarding opens full screen.
  2. 2
    Type your company's website into the your-website.com field.
  3. 3
    Click Get Started, or press Enter. The button stays greyed out until the field has an address in it.

If your company already uses Facilio Helpdesk

If your team already set up Facilio Helpdesk, Work Coordination already knows your website. The field is filled in for you, and the line above it says so.

We already know Northpoint FM from your helpdesk setup: check the address and click Get Started.
Fig. 02.2We already know Northpoint FM from your helpdesk setup: check the address and click Get Started.

02.3Step 2 · Atom sets up your agent

Almost there… Atom is configuring your agent and drafting your rules.
Fig. 02.3Almost there… Atom is configuring your agent and drafting your rules.

There's nothing to click on this screen. It checks every few seconds, and as soon as your agent is ready, Work Coordination opens on Home.

If setup doesn't finish

We Couldn't Build Your Agent. Nothing you entered is lost.
Fig. 02.4We Couldn't Build Your Agent. Nothing you entered is lost.
  1. 1
    Click Retry to try again with the same website.
  2. 2
    To change the address, click Back at the top left. You return to the first screen.
  3. 3
    Or click Start without one to set up without a website.

02.4Step 3 · Review the rules Atom drafted

Atom drafts a first set of rules from your website, one for each stage of a job. For Northpoint FM, that's when a job is assigned, when the vendor goes quiet, when they're on site, when the work is done and when the invoice comes in.

Coordinator: the five stages of a job, as Atom drafted them for Northpoint FM.
Fig. 02.5Coordinator: the five stages of a job, as Atom drafted them for Northpoint FM.
  1. 1
    Open Coordinator under Agent Configuration in the menu.
  2. 2
    Read each stage. Click one to see all of its rules.
  3. 3
    If something isn't how your team works, click Edit rules and tell Atom. See How to change a rule.

02.5What to set up next

  • Invite your team in Settings › Users.
  • Check your channels. Atom sends jobs and chases vendors on the email, WhatsApp and voice channels in Settings. If a rule names a channel that isn't connected, the Coordinator tells you.
  • Bring in your tickets and technicians from Facilio through Data Sources.