Why book a free Zoom/Teams call when first setting up the app?

Business owner on a Zoom call receiving remote setup support for the Marshal Eye safety app

When you first start using Marshal Eye, a short Zoom call can save you a lot of time and give you real confidence that everything is set up properly from day one.

These calls are completely free for new customers and usually take around 45 minutes. They’re designed to walk you through the setup in a simple, practical way and give you peace of mind that your site is configured correctly.

What we’ll cover on the call

Setting up sweep areas & tasks

  • How to create sweep areas for your building

  • How to upload relevant documents for each task (e.g. floor plans, instructions, PDFs)

  • How to create sub-tasks within sweep areas so nothing is missed

Roles & responsibilities

  • How to set up roles within your organisation

  • How to configure functional roles (e.g. assisting wheelchair users, opening gates for fire service access, isolating systems, etc.)

    • Uploading key contact numbers to the Incident Manager role (fire alarm company, local authority contacts, utilities, counsellors, etc.)

First aid setup

  • How to configure the First Aider role

  • How to upload role-specific guidance

  • How to store relevant information for site-specific and person specific risks (e.g. anaphylaxis, seizures)

  • How to upload CPR guidance and other supporting material

Training records

  • How to set up training records

  • How to see when training is due

  • Where to find training expiry warnings on the dashboard

Critical alerts (phones & devices)

  • How to set up Critical Alerts on phones

  • Why alerts may not work if they’re not set up correctly

  • Common mistakes (e.g. leaving the app open when testing alerts)

  • Where to enable Critical Alerts in the app settings

  • Where to enable Critical Alerts in your phone’s notification settings

On-site testing & reported issues

  • How to set up on-site testing

  • How to set testing frequency and retest periods

  • How reported issues appear

  • How failed tests and tests requiring follow-up actions appear in the Reported Issues tile

Ordering roles & tasks

  • How to reorder roles and tasks using simple drag-and-drop arrows

  • How this is replicated in the phone display during a live incident

Using the overview screen

  • How the overview button works

  • How to quickly see what everyone else is doing during an incident

Incident types & alerts

  • How to set up your incident types

  • Where and when to enable Critical Alert notifications

  • How to select voice alerts (if required)

Updating your App to display your building

  • How to replace the demo building with your real building

Multiple buildings & off-site notifications

  • How to add additional buildings for multi-site locations

  • How off-site notifications work

  • How customers manage notifications when moving between buildings regularly

How long does the Zoom call take?

These calls usually take around 45 minutes and are completely free for new customers.

You’re also welcome to book follow-up Zoom calls at any time if you need more support these are free of charge too.

The goal is simple:

To give you complete confidence that Marshal Eye is set up correctly and you get the most out of it for your premises and your team.