Employees

Adding, managing, removing, or assigning jobs to an employee of yours.

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29 articles in this collection
Written by Jil O., Alyssa Moretti, Alexa Greenberg and 4 others

How to Setup Employees

How to Add an Employee

Create profiles for your new (or existing) employees and invite them to join your company's Housecall Pro account.

Written by Mary Nagel
Updated over a week ago

How do I change an Employee's color?

Switching the color assigned to an employee.

Written by Steven Stiriti
Updated over a week ago

How do I add an employee picture?

How to add an employee photo.

Written by Steven Stiriti
Updated over a week ago

Employee Training

Employee Handbook Template

Download this employee handbook template to help create transparency and set expectations in your business.

Written by Mary Nagel
Updated over a week ago

Office Staff Training Checklist

Use this checklist when training your new hires to ensure they know how to use Housecall Pro as an office staff.

Written by Taylor Morrison
Updated over a week ago

Field Tech Training Checklist

Use this checklist when training your new hires to ensure they know how to use the Housecall Pro mobile app as a field tech.

Written by Taylor Morrison
Updated over a week ago

I Forgot my Password, How Can I Reset it?

How to reset your password.

Written by Steven Stiriti
Updated over a week ago

Housecall Pro Mobile App - Field Tech Walkthrough Video

Mobile App training for field techs and employees using the app Android and iPhone Mobile App training

Written by Tim B.
Updated over a week ago

Employee Permissions

Setting Employee Permissions

Edit your employee's permissions based on their role in the company in just a few easy steps!

Written by Jil O.
Updated over a week ago

What do the different employee permissions mean?

Understand how to set up each employee with the correct abilities

Written by Alyssa Moretti
Updated over a week ago

What do the Field Tech employee permissions mean?

Understand each of the permissions for field technicians

Written by Tim B.
Updated over a week ago

What do Office Staff employee permissions mean?

Understand each of the permissions for office staff members

Written by Tim B.
Updated over a week ago

Set Dispatch/Messaging POC (Point of Contact)

Set the Dispatch/Messaging POC employee for your company.

Written by Mary Nagel
Updated over a week ago

What do Admin/Owner Permissions Mean?

Understand each of the permissions for admin/owner

Written by Taylor Morrison
Updated over a week ago

Time Tracking for Employees

Time Tracking Overview

How to enable your time tracking so your employees can clock in and out from the field.

Written by Mary Nagel
Updated over a week ago

Employee Clock In/Out & Timecard

Have your employees clock in/out for their workday and view their timecard in the mobile app.

Written by Mary Nagel
Updated over a week ago

View & Edit Employee Timecard

View and adjust your employees' clock in or clock time

Written by Mary Nagel
Updated over a week ago

Time Tracking - Export Report

How to customize and export a report of your employees' hours.

Written by Mary Nagel
Updated over a week ago

Is there a way for me to see how long my employees spend on a job?

See the duration of time between when the 'on my way,' 'start job' and 'finish job' buttons are hit

Written by Mary Nagel
Updated over a week ago

GPS Map for Tracking Employees

GPS - How to track your employees

Written by Alexa Greenberg
Updated over a week ago

Employee Map & GPS

Setup your GPS tracking to locate your employees on an enhanced live map and view today's jobs on map

Written by Mary Nagel
Updated over a week ago

Deleting Employees

Restore Deleted Employees

Restore an employee's profile if you accidentally deleted it.

Written by Mary Nagel
Updated over a week ago

Delete an Employee Account

Remove an employee from your Housecall Pro account.

Written by Mary Nagel
Updated over a week ago

Remotely Logout Employees

Remotely logout employees out of their Housecall Pro accounts.

Written by Mary Nagel
Updated over a week ago

FAQ

Can my employees see the jobs and appointments of other employees?

Written by Mary Nagel
Updated over a week ago

How do I change the order that my employees appear in on the calendar?

Reorder and organize the order in which your employees appear in the calendar's schedule view

Written by Alyssa Moretti
Updated over a week ago

How can I block off time for an employee on the calendar?

Events, Vacation, Appointments, PTO, etc.

Written by Steven Stiriti
Updated over a week ago

What Happens to Job History When I Delete an Employee?

Written by Jil O.
Updated over a week ago

Can I text my Employees or customers from the website?

Written by Tim B.
Updated over a week ago