Keep your team details in order.
Keep staff details, schedules, time off, and work records together. Give each person access to the tools they need.
One person, many hats
A tech is also a driver, a trainee and a commission earner.
Keep it on one employee record instead of five lists that disagree.
Access role
What they can see and do, matched to their responsibilities.
Company access
Which brands they work for.
Field technician
Set separately from their role, so an owner can also run a route.
Schedule and time off
Working hours and time-off requests.
A common setup
An owner who still runs a route.
Keep owner access and turn on field technician. Turn it off later and their past work stays credited to them.
Consistent, and always reviewed
Write-ups that draft themselves. A manager decides.
Late clock-ins, no-shows, missed or late appointments, complaints and policy violations start a draft in your own wording.
- 1
It drafts
The draft follows your escalating steps, so the third late clock-in reads differently from the first.
- 2
A manager reviews
Nothing is sent until a manager approves the draft.
- 3
The employee signs
Employees sign write-ups and your company policies, and the signed copy stays on their record.
Access that fits the person
A different role at each company, plus single permissions.
- Set which companies a person works for, their role at each one, and whether they do field work there.
- Add or remove one permission for one person, such as payroll access for a single dispatcher.
- Bookkeeper and Sales Inspector roles join the standard roles, with a guide to what every role can do.
Hours in one place
One Team Schedule for every working hour.
- Set field, office or mixed shifts for each person on one weekly schedule.
- See the exact hours customers can book, straight from the same schedule.
- Move a tech to office work for the day and hand their visits back to dispatch.
- Split a day into two shifts with a break, and dispatch plans around it.
- Booking, dispatch, routing and the AI Receptionist all follow these hours.
Safer sign-in
Two-step sign-in for the people who run the business.
- Owners, admins and managers sign in with an authenticator app as well as a password.
- Ready-made Bookkeeper and Sales Inspector roles, with a guide to what every role can do.
- Reset a lost authenticator for a teammate from their user page.
Real screens
Open an employee record.
Tap the highlighted spot, or use Next.Step 1 of 3
Find anyone
The team directory.
- Keep staff details and work identity in the employee record.
- Browse the directory as a grid, list, or department view.
- Filter the directory by role when finding the right teammate.
- Manage employee schedules and time-off workflows.
- Set everyone’s hours on one Team Schedule with field, office or mixed shifts, and see the hours customers can book.
- Move a tech to office work for the day and hand their visits back to dispatch.
Part of Team & Payroll
The person behind every assignment.
Employee records drive dispatch, payroll, training and commissions.
Comes in from
Completed work
Finished visits and accepted quotes feed commissions.
Comes in from
Field app
Technicians clock in and out from the field app.
What happens here
Team Management
- 1Staff records & directory
- 2Roles, companies & field access
- 3Schedules & employee records
Same customer, same job, same record.