2025 User Conference

FieldServio is pleased to announce the fourth annual FieldServio User Conference!

Event Information

When:

September 21st - 23rd, 2025

Where:

Embassy Suites by Hilton Charlotte Concord Golf Resort & Spa

5400 John Q. Hammons Drive NW
Concord, North Carolina 28027

Price per Person

$399.00 USD

Hotel Information

Embassy Suites by Hilton Charlotte Concord Golf Resort & Spa

5400 John Q. Hammons Drive NW
Concord, North Carolina 28027

Sponsors

A special thank you to the conference sponsors

FieldServio connects directly with Avalara, a powerful tax compliance software. Based on verified ship-to addresses, Avalara provides automated sales and use tax calculations, ensuring your business stays compliant.

With FieldServio’s Payroc integration, you can preauthorize credit cards and process transactions directly within the FieldServio platform. Say goodbye to juggling multiple systems and hello to a more efficient payment process.

Agenda

Sunday September 21st

5:00pm – 7:00pm: Welcome Reception (Light Food)

Monday September 22nd

 

8:00am – 8:30am: Welcome & What’s Ahead 

8:30am – 9:00am: Introducing the New Customer Portal: Empowering Your Customers Like Never Before 

9:05am – 9:35am: Document, Train, Succeed: Unlocking Potential with the Learning Center 

9:40am – 10:10am: Reimagining Rentals: A Simpler Way to Work 

10:15am – 10:30am: Break 

10:30am – 11:00am: Best Practices: Tips to Work Smarter, Not Harder 

11:00am – 11:30am: A Sneak Peek at the New Dashboard Experience 

11:30am – 12:00pm: Maximizing FieldServio: A Customer Success Story 

12:00pm – 1:00pm: Lunch 

1:00pm – 1:45pm: Breakout: Mastering Scheduling and Dispatching: Strategies for Success in Every Scenario 

1:45pm – 2:00pm: Break 

2:00pm – 2:45pm: Breakout: Building a Custom Field Strategy 

2:45pm – 3:00pm: Day 1 Wrap-Up 

5:00pm – 7:00pm: Dinner 

Tuesday September 23rd

8:00am – 8:45am: Product Highlights: The Best of What’s New 

8:50am – 9:20am: CEO Keynote 

9:25am – 9:55am: Making it Stick: Driving Process Adoption 

10:00am – 10:30am: Inventory Management Essentials: Search, Setup, and Control 

10:30am – 10:45am: Break 

10:45am – 11:30am: Breakout: Troubleshooting Roundtable 

11:30am – 12:00om: FieldServio Trivia 

12:00pm – 1:00pm: Lunch 

1:00pm – 1:45pm: Breakout: Closing Time: Getting Month-End Right 

1:45pm – 2:00pm: Break 

2:00pm – 2:45pm: Breakout: Feature Wishlist 

2:45pm – 3:00pm: Closing Session: Recap & Wrap-Up 

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