The Providers section is where you manage your field team members, set their payment preferences, and track their status.
Step 1: Add a New Provider
Left sidebar → Providers → View Providers
Click Add Provider (top-right)
Fill in the basics:
Name (required)
Status: Active or Inactive
Address (optional – great for payroll/tax records)
Payment plan: e.g. “$25/hr” or “40% of job total” – for your eyes only
Tags & Notes: “HVAC certified”, “Speaks Spanish”, etc.
Click Save → Done! Provider instantly appears in the list.
Step 2: Give Them Login Access (Two Easy Options)
Option A – Let them set it up themselves (recommended)
Click the three dots next to their name
Choose Send Registration Link
They get an email → click → create their own password → logged in forever.
Option B – Create login for them
Click the provider’s name
Click Update Password
Type username + password → Save
Text or email them the credentials
Provider Profile – Quick Tour
Click any provider name and you’ll see everything in one place:
Bookings tab → every job assigned to them
Payments → payout history
Availability → pre-filled Mon–Fri 9-5 (they can change it themselves in the app)
Messages → text or email them instantly (Twilio required)
Notes → leave internal comments (“Great with elderly customers”)
If you have questions about managing your provider list, send us a message through the in-app chat or browse more Help Center articles.