Team

How to add team members to the software?

To add a new team member, go to “Teams” and click on “Add New Member” on the top right side of your screenAdd their personal details like name, email ...... Read More

What is the role type?

There are 2 types of roles:Field Technician and AdministratorField Technician: A Field technician is responsible for carrying out job operations by vi...... Read More

What is the color code for Team members, and what is its use?

Different color codes assigned to team members are used to differentiate each team member from another. This method makes it easy to differentiate and...... Read More

How can I change my team member’s password?

To change your team member password, find and click your username on the top right of your screen, and a dropdown will appearClick on “Change Password...... Read More

How to delete team members?

Go to “Teams” and sort all the team members by applying filtersFind the team member you wish to deleteClick on the delete option under the “Action” co...... Read More

How to inactive team members for a specific time?

Go to “Teams” and sort all the team members by applying filtersFind the team members you wish to inactive and click on itIt will open all the details ...... Read More

How to configure fields while adding a new team member?

While adding a new team member, click on “Settings Icon”You can enable/disable the fields like the photo, ID proof, and address...... Read More

How can I find the active team member count?

Go to “Teams”, and you will get a list of all the teams availableThe number in the opposite corner of “Teams” shows the number of active team members ...... Read More

What are the filters available to filter our team members?

Go to “Teams,” and you will get a list of all the teams you haveUsing the dropdown menu, you can filter your team members by “Field Technician” or “Ad...... Read More

How can I get the maximum number of users in a single plan?

We provide 3 plans depending upon the number of users you need. Among them, the one with the most users lets you add up to 25 users in a single accoun...... Read More

How do my team members sign in?

You have to add a valid email address of your team member. We will send a temporary password to their email address. They have to install mobile app e...... Read More

When you collect GPS location of my field technicians on the jobs?

We collect GPS location when They do change the status of the visits that are on their schedule. We ask permission before collecting it so They have t...... Read More

How can I send temporary login details again to my team members?

We don’t allow you to share temporary login details because of security reasons. Instead of it, You can change/reset their password so We will send a ...... Read More