Support

Settings 3

• Configuring SMS
• SMS notifications troubleshooting
• Domain settings

Addresses and sites 3

• Create client (individual and organization)
• Create and attach a site to the organization
• Upload clients and sites from spreadsheet

Users and Teams 6

• Add new users
• Permissions and seats
• Create and edit teams
• Working with teams
• Add field worker

View all 6

Interface 3

• Schedule page
• Jobs page
• Map page

Skills 3

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

Territories 6

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

View all 6

Jobs 12

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

View all 12