Your first day with ServiceKeel.
ServiceKeel field guide

[ ] Open the trial workspace.
[ ] Add business details and save the account.
[ ] Choose one customer and one task.
[ ] Prepare a draft with the assistant.
[ ] Inspect the customer, scope, and amounts.
[ ] Confirm only the intended action.
[ ] Review pricing and the next useful workflow.

Adapt this checklist to your work.
https://servicekeel.com/resources