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How To Setup/Update Workforce
How To Setup/Update Workforce

Updating office locations, groups, technicians, and areas setup

Israel Becerra avatar
Written by Israel Becerra
Updated over 3 years ago

To setup/update the workforce section click edit on the add my workforce slot in the account details card.


The first section to setup/update is the office location. To add the names and addresses of the offices that your business operates out of click on the Add icon.


Input the office location details, contact details, and dispatch options. Then click save at the boom of the page.


The next section to setup/update is the groups section. To setup/update click on the add icon on the bottom of the groups section.


The group setup helps further define the type of work your business does. Input the group name, key (identifier), and select the office it is tied to. Then select the warranty types, services, and location types for the group. Select the industry that this groups attributes apply to and save at the bottom of the page.


Next to setup/update is your technicians info and their capacity for work. To add the techs that work for your business click on the add icon at the bottom of the technician section.


Input your techs name, key (identifier), group, mobile number (optional), and email (optional). To adjust your techs capacity for the week hove over the day of the week you want to adjust. Click on the arrows within each day to adjust how many work orders the technician is able to do for that day and time band. Click save at the bottom.


The next section to setup/update is the areas section. To add/remove the areas that your business services click the add button at the bottom of the section.


Input the area name and key (identifier). Select the office location, country, and groups the area will be associated with.


Next input a zip code, city, county, or state. Select a range in miles for the radius then click search. The system will provide a list of all zip codes that fall within the radius provided. Select the zip codes you want to cover then click save.


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