Support

Settings 3

• Configuring SMS
• SMS notifications troubleshooting
• Domain settings

Addresses and sites 5

• Create a client (individual or organization)
• Create a site and link it to an organization
• Upload clients from a spreadsheet
• Upload sites
• Custom fields for clients and sites

Users and Teams 8

• Add new users
• Roles, permissions and paid seats
• Create and edit teams
• Working with teams
• Invite users

View all 8

Interface 4

• Schedule page
• Jobs page
• Map page
• Reports page

Skills 3

• Create a Skills list
• Add skills to your workers
• Choose an asignee with a suitable skill

Territories 7

• Creating a list of territories
• Add territory to user
• Assign a territory to a client or site
• Add a territory to a job
• Job report for specific territory

View all 7

Jobs 13

• Job template
• Job report
• Creating a job
• Recurring jobs
• Resolutions

View all 13