Adding Staff and Employees
To add an employee you can click on "Staff/Employees" on the left side menu, then click "Add Staff".
If the employee needs a user account, so they can login, click the Create User Account checkbox. If the employee is a service technician, click the Employee is a Service Tech. This will make them visible in the service tech lists when assigning a technician to a service call or work order.
Adding a photo
We highly recommend uploading a photo of all service technicians. Whenever a customer receives a notification that a service call or work order has been initiated, if the service tech has a photo, it will be displayed to the customer.
To add a photo, you can click the "Upload Photo" button which will allow you to choose a photo from your computer, or click "Take Photo" which will use your devices camera.
Complete all the required data related to the service call. Once you have completed the form click "Save Changes".
