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IMPLEMENTATION SERVICES

IMPLEMENTATION TIMELINE

What do we do ?
The r2c implementation team is here to support you as you go live with the r2c system.
This includes creating your account, importing data, activating modules, and arranging training and support.

SEE HOW WE CAN SUPPORT YOU ON YOUR IMPLEMENTATION JOURNEY

Welcome Call

Understanding your account

Discuss your account set up and receive guidance on the data collection templates. 

E-Learning

Core functions and data collection

Access E-Learning lessons at your own pace to get started with your r2c account and submit your completed data templates to us.

Go Live

Access the system

Access your live account once you have completed core E-Learning. 

Instructor Led

Additional traning

Book additional training with our instructors  to cover any other processes or workflows you need support with.

IMPLEMENTATION SUPPORT

How we can help you.
We will have a welcome call to understand your business needs and how you plan to use the r2c platform. This will also cover the implementation and training process to outline the steps taken to get your account up and running with r2c.
We will follow up on any concerns raised with account set up, training or going live with the system and liaise with other departments such as account management to support you with any queries during set up.
We will continue to be a point of contact for 14 days after go live before you transition fully to the main r2c support team. Once you are live on the system our support team are on hand via phone, email and live chat to assist you in your day to day use of the system. 
We provide standardised templates to collect data. Such as asset information, customer and supplier details, user information plus bespoke inspection and driver sheets.
We provide guidance on how to complete these templates and make minor adjustments to completed data where possible.
We will import data that has been provided to us in the required format to your account ready for you to use on the system.
Unfortunately, we are unable to extract data from your existing systems or complete data templates on your behalf.
We are unable to process data that has not been entered into our standardised format.
We are unable to import incomplete data that does not include the mandatory fields stated in our templates.
We will arrange your training schedule. Such as, booking in Instructor led sessions for your r2c modules for key staff members.
We provide access to an online Knowledge Hub with user guides and FAQs
We provide on going access to eLearning videos so you can revisit content as and when you need.
We provide access to a support team who are available via phone, email and live chat for any questions once you are live on the r2c platform.
Please note the number of training sessions required will depend on the modules and services you have purchased.
We are unable to provide unlimited or continued training sessions after your implementation has completed. However, we do offer additional online sessions, hold sessions at our offices and provide onsite visits if required*
We are unable to provide training on any external systems that you may also use.
*additional charges may apply.

START YOUR IMPLEMENTATION JOURNEY

Get your Implementation journey started

IMPLEMENTATION NEXT STEPS

Following your welcome call,  you can download your data templates here and submit them once completed. 
You will then receive eLearning details to begin training. If needed, instructor-led training can also be arranged.

DATA TEMPLATES

If you are unsure on which templates you require, get in touch with the implementation team.

*Please note additional imports are subject to your r2c contract terms.

Mandatory
Optional*

DATA TEMPLATES

If you are unsure on which templates you require, get in touch with the implementation team.

*Please note additional imports are subject to your r2c contract terms.

Mandatory
Optional*
Stock*

It’s easy to send us your completed data by following these three steps:

  1. Download the relevant templates from the tabs above. 
  2. Enter your contact details.
  3. Upload your completed templates and submit them to us using this form.
Get started with your r2c account by completing your E-Learning courses. See how to request a login reminder here.
FAQ's
E-learning
Get in touch to arrange your Instructor led training. Sessions are run daily at 10:30, 13:30 or 15:30
CONTACT US
Book Training
  • Still need help?

If you have any questions about your account implementation please get in touch with our team

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Operator


dATA SHEET GUIDANCE

The Operator data sheet has 3 main steps to complete. 

This data helps us set up and prepare your account. 

Step 1

Add your workshops

Enter the company name and address for the workshops responsible for regular maintenance of your assets.

Step 2

Add your vehicles.

Use drop-downs to add assets: select type, manufacturer, model, and primary repairer. Required fields are marked (*).

Note

Please note this data is used to setup up your fleet list details and does not create schedules. Schedule imports are available separately if required.

Step 3

Add your users

Enter each user’s name, contact, and role (e.g., Driver, Administrator). Multiple roles are allowed. See the final tab for role definitions. User limits depend on your contract.

Step 4

Additional Information

O-licence data: Enter your O-License details here to set them up on your account. You can assign vehicles to the O-License number in Step 2

Depot Data: Complete this step If you have multiple locations that vehicles and drivers operate from.

If you are unsure on how depots may affect your account set up. Please contact the  implementation team. 

Download Data Sheet

Click here to Download file

Workshop


dATA SHEET GUIDANCE

The Workshop data sheet has 3 steps to complete. 

This data helps us set up and prepare your account.

Step 1

Add your customers

Here we need your customer data so that they can be linked to assets. That way, your customers can easily access service history, planner and work reminders. 

Step 2

Add your vehicles

Here you can add the vehicles/assets that you maintain regularly.

Use drop-downs to add assets: select type, manufacturer, model, and corresponding customer. Required fields are marked (*).

Note

Please note this data is used to setup up your fleet list details and does not create schedules. Schedule imports are available separately if required.

Step 3

Add your users

Enter each user’s name, contact, and role (e.g., Technician, Administrator). Multiple roles are allowed. See the final tab for role definitions. User limits depend on your contract.

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