How to Add a New Employee

Adding a New Employee

  1. Go to Settings > Management > Employees.
  2. Click the New Employee button.
  3. Fill out the employee’s information (first name is required).
  4. 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.
  5. Click Save.


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