Managing user profiles
Edit a teammate's name, photo, role, phone, hourly rate, and working schedule.
Assigning skills to a tech
Build your skills catalog and tag each technician with their certifications and levels.
Grouping techs into business units
Group technicians into crews like Install or Service so the dispatch board shows each unit's day together.
Reviewing and correcting timesheets
Fix missed clock-ins and clock-outs, add time off, and approve and lock pay periods on the Time page.
Deactivating a team member
Turn off someone's access when they leave, what happens to their jobs, and how to bring them back.
Resetting a team member's password
Admin-initiated reset for techs who lost the email.
