Note: This functionality is currently in Beta and not all Pros have access to it. If your Add Employee page looks like the screenshot below please refer to this article for instructions on how to add an employee.
Invite your employees to join your company's Housecall Pro account to stay updated on their work in the field!
To Add Your Employees:
1. Click into your 'Account Settings'
2. Select 'Employees'
3. Click Add Employee
4. Input Employee Information:
First & last name
Email address - An invitation will be sent to your employee's email address with a sign in link. Your employee can use this link to sign in and set their own password.
This sign in link expires after 60 minutes. If your employee does not sign in using the link before it expires, they will either need to reset their password
Mobile phone - Although not required, if you add a mobile phone number for your employee, we will also sent an invitation as an SMS message with a sign in link. Your employee can use this link to sign in and set their own password.
Picture - if you have Custom SMS, you'll want to upload a headshot of your employee so your customers can see who will be coming to their property!
Color - this color will show on your calendar to signal jobs/estimates dispatched to this employee.
Tags - internal markers that can help you filter your calendar and note specific things about your employees. For example, if an employee is assigned to 'Truck A', or has additional 'Handyman' skills, etc.
5. Set Employee's Permissions:
Office staff can use both the web portal and mobile app. Field techs have access to the mobile app ONLY.
Be sure to assign a main Point of Contact (POC)/Dispatch employee. Only ONE employee can be assigned the role of POC.
NOTE: Whoever is set as the POC will receive customer replies to
the automated text notifications to their mobile app
(unless a job is 'In Progress' aka between 'OMW' & 'Finish').
6. Click 'Save and Send Invitation' to invite your employee!
This Article is part of a collection on Employees
Check out these tips on attracting great employees to your company.