Getting Started Guide
1. Access & Connections
Next, our team will contact you to connect to your ERP system and map select fields into Flywheel. This process could take longer depending on your ERP system.
2. Flywheel Setup
- Review ERP data in Flywheel
- Enable & assign users
- Enable notifications for customers/dealers
- Customize layouts/views (as needed)
3. User Training
A scheduled training session will be provided to users on the following topics:
- App installation & login. Click here for login instructions.
- Software overview training for mobile & web apps
- If applicable, Dealer lead assignment & tracking
Frequently Asked Questions
How long does it take to get up and running?
After setup, users are productive on Flywheel Mobile within minutes – receiving notifications on customer health & follow up, logging calls, finding customers/dealers/leads etc.