Client onboarding

Start a new client, or resume one already in progress.

Onboard a FieldAssist client

We already know this tenant. Give the cluster and company id and the record starts bound, named and with its FieldAssist partners in place — every gate after that is unchanged.

Which FieldAssist products do they run?

In progress

Drafts are stored server-side, so any operator can pick one up.

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