WorksManager

Hi everyone,

I'm curious about best practices for dealerships (SITECH/dealer teams) when setting up new WorksManager accounts for end customers.

Specifically:

• What is your standard operating procedure (SOP) or workflow for creating a new WorksManager account and onboarding a customer?
• Does Trimble have any official recommended model, guidelines, or templates that dealerships should follow (e.g., around account structure, user roles, project setup, device assignment, or using alternate emails for dealer management)?
• Any tips on avoiding common pitfalls, like permission issues, syncing with TCC legacy, or scaling for multiple customer accounts?

Would love to hear how different dealerships handle this-especially if you're a dealer rep sharing your process!

Thanks in advance for any insights or links to resources.

Best, Taylor