Adding a New Employee
- Go to Settings > Management > Employees.
- Click the New Employee button.
- Fill out the employee’s information (first name is required).
- Choose the role or roles that you would like for the employee to have:
- Technician – Assign to Jobs
- Sales Rep – Assign to Orders
- Notification Preferences: enter in the appropriate contact info in order for the employee to receive emails or texts regarding schedule changes.
- Click Save.