Setting up the employee permissions correctly will make sure you and your employees can keep the business moving along as smoothly as possible.
Admin/Owner will have access to your full account meaning that this user can add/delete employees, see all reporting, and edit your company information. We recommend limiting this permission to only the owner(s) or main admin.
Dispatch/Messaging POC (Point of Contact): The POC receives all customer replies to automated text notifications, within the chat section of the mobile app. They are also automatically assigned to all jobs booked online. Only one employee can be the POC.
Online booking availability: Your customers will be able to book online time slots where at least one of your employees with this permission is available. The job will still be automatically assigned to the POC (Point of Contact) and will need to be dispatched appropriately.
Build Pro Network & Share job: Allows your employee to build their network of pros within the Community section of the mobile app, and refer jobs to other specialists.
Allow user to chat with customers: Allows your employee to receive and reply to any messages from customers who use the Housecall consumer app.
Access Pipeline: Allows your employee to use pipeline.