Employees
Add/edit employee information snd configure employee permissions
How do I deactivate or delete an employee so they no longer have access to the software?
Salesperson Profile Differences
How Do I Edit an Employee's Username and Password?
Adding Employees
How do I change my profile picture?
How do I add employees to multiple offices?
Can an employee be a technician and a salesperson?
How do I edit my technician's license number?
How can I give a technician access to the view/add page and the map?
How do I enable my sales reps to see their customers' upcoming and past services?
Add colors, color code technicians
How do I edit the permissions or settings for an employee?
How do I add a commission for a technician?
How do I add / adjust a salesperson's commission?
Qualified Technicians