The Employee tab is a company directory to manage your employees.
Add a new Employee by clicking the left side “Add Employee” or the “Add new Employee” button at the top of the data table. Enter the employee data and click “Save”. The employee “First Name” is the only required field.
Edit an Employee by clicking the Employee Name in the Employee list.
Field Resource is a setting to indicate if this employee is available to be assigned to jobs. If the Field Resource setting is set to “Yes” then this employee will display in the Field Resource picklist on the job page.
Work Types can be assigned to an employee if the Field Resource setting is “Yes”. Think of Work Types as a skill set. If a Work Type is selected in the Appointment Details section of a job, then the Field Resource picklist filters to only display Field Resources assigned to that Work Type. Custom Work Types can be created in the Admin tab.
Email Alerts – enter email address for this employee to receive email alerts when assigned to a job. The email will only be sent if you chose to do so on the job page.
Text Alerts – enter mobile device text address for this employee to receive text alerts.
Employee Color Code may be assigned if the Field Resource setting is set to “Yes”. Click inside the color code box to open the color palette. Click on the desired color. When you save the employee the color code will also save. The color will display as the background on the calendar for jobs assigned to this employee when the “Color Code View” in the Scheduling tab is set to Field Resource.