TaroWorks Partners receive one hour of free support a month per client until the TaroWorks support is transitioned from the partner to the client. We ask for each account there is one TaroWorks Support Contact that serves as the TaroWorks contact within the partner organization. This consultant would be the resource to submit support tickets and lead communications with the TaroWorks Customer Success Manager. We also offer a free data model review session (one hour) to ensure that your design is compatible with the planned TaroWorks usage. In order to receive technical support or schedule your data model review, the TaroWorks Support Contact should submit a ticket on our Customer support site. You will receive a response within a maximum of 2 business days.
For any account or licensing queries, please contact the customer success manager for the client account.
- Kickoff - Partner, Account Manager and a TaroWorks Support Team member will meet to review timeline, roles and responsibilities.
- Design Review - Partner shares data model, TaroWorks Jobs list, and planned mobile record assignment to be reviewed by a member of the TaroWorks services team in advance of the call. An hour session will be conducted with the services team member and the partner technical engagement lead. Should additional technical engagement be required, it would be determined during this session.
- Monthly Customer Success Support Calls - TaroWorks Customer success manager ensures partner has the resources needed to make the client successful with TaroWorks.
- Support Transition - Partner, Client TaroWorks Administrator, TaroWorks Customer Success Manager and TaroWorks Support are in attendance in a call where the TaroWorks support process is reviewed and the partner transitions any resource that could be useful in helping TaroWorks with the ongoing support of the shared client. The client should have already undergone TaroWorks Administrator training prior to this transition.