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How to add a tech and what do they have access to?

Written by Pauline

What's a Tech?

Anyone on your team doing the work: an employee, a subcontractor, whoever shows up on-site. Assign them to a job, and the visit lands on their schedule.
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Adding a tech

Click Tech when creating a job, or open an existing job's visit and assign one there. Pick someone you've already got, or add them fresh.
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What they see

Techs get their own view (web or tech app) with:

  • My Jobs: scheduled visits, address, and status (Scheduled, Overdue, In progress, Completed).

  • Visit details: address with a map link, and scope (services and quantities).

  • Team notes: add any info that you need your team to know about site or service, like a door code or anything else.

No client contact info, no pricing. That stays with you.
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What they can do

  • Start, stop, and resume a visit.

  • Add photos to the visit.
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Why it matters

You keep control of pricing and client relationships. Your tech gets exactly what they need to do the job, nothing more.

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