Our platform’s built in employee portal allows your employees to keep up to date on how they’ve been scheduled, what jobs they’ve been assigned to, who they’ll be working with, and company news. Like with all of the content on our platform, the employee portal can be accessed both via mobile phone, tablet, and computer.




Access

After you create an employee on the platform, the employee will be automatically sent instructions on how they can access the platform. The steps that they’ll follow include:

  1. Setting the password for their account
  2. Logging into the platform
  3. Clicking ‘Employee Portal’ at the top of the menu

At any time, if you’re needing to resent the login instructions to the employee, you can go into the employee’s settings and resend these instructions by clicking on the following button.




What information will all employees have access to within the Employee Portal?

As standard, all employees who log into the Employee Portal will have access to the following:

  • Their contact information
  • Company contact information
  • Blog posts that you’ve made
  • What team they are on and the name of fellow team members
  • Their weekly schedule
  • Jobs that have been assigned to them (past and future), including the customer’s location and contact information
  • Events (eg. vacation) that have been assigned to them (past and future)
  • Edit access for their personal contact info (name, address, phone number, etc.)


What information can employees access with the proper permissions set?

Permissions at set at the employee level, which means if you want one employee to have access to work orders but not others, this can be accomplished. The following permissions can be set for each employee:

  • Ability to see customer invoices
  • Ability to see pricing on customer invoices
  • Ability to see notes that have been added to the customer
  • Ability to see notes that have been added to the job
  • Ability to add notes to a job
  • Ability to reject jobs within a specified period of time
  • Ability to self schedule jobs within a specified period of time
  • Ability to see other team member's phone numbers


What information can employees not see?

There are several items that employees cannot access, including:

  • Their own account details (eg. signup date, auto scheduling status, permissions, etc)
  • Their overall rating
  • Customer surveys
  • Tips
  • Other employees’ schedule
  • Jobs that have been assigned to other employees
  • Customer Profiles