Field service
Team & setup
Technicians and their private links, checklists and field-service settings.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
On day one, and when a technician joins or leaves.
Step by step
- 1
Create a New technician or bring them in From scheduling staff; write their Skills (comma-separated).
- 2
Send The technician's private link to that technician only; they see their jobs through it.
- 3
Under Checklists, create one per service and mark which items need a photo or are required.
Common mistakes
- When a technician leaves, cancel their link with New link.