Opening the calendar…

Client Training Calendar

Training CalendarField Operations · Dealership Accelerator

Field Ops OS Hub

Field Operations

Client Training Calendar

Connecting…·Times in

Book a session

Client * Session type Trainer Date * Start time * Length Training length Last training day * Status Meeting link or location Notes

Add client

Close link (start here)

Dealership or group name * Street address City / state Signed agreement date * Live date Rooftops Assigned CSM Main contact Contact phone Contact email CRM Website Hours of operation Notes

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Team roles

Mark who is a CSM and who is a Field Trainer. The Assigned CSM list only shows CSMs. The Trainer list only shows Field Trainers. Field Trainers can also open Field Ops OS to fill out post-mortems. Everyone signed in can still view the calendar and add clients.

Book training within (days after going live)

Training completed

Start post-mortem →