Scheduling & Field Work | Workspace
Manage team, roles, and labor
Invite staff, control access, schedule technicians, and review labor records.
Sign in to your company workspace to use the related controls.
What this section includes
- Create each user
- Assign a role
- Set field details
- Review time and labor
- Remove access safely
Start-to-finish instructions
Create each user
Use a unique email for every person so access and activity remain attributable.
Assign a role
Give office, sales, dispatcher, technician, or manager access based on actual job responsibilities.
Set field details
Add skills, service area, availability, mobile access, and notification preferences for technicians.
Review time and labor
Check time entries, job allocation, edits, and approvals before payroll export or processing.
Remove access safely
Suspend a departing user instead of deleting business history connected to their work.
Helpful tip: Review permissions whenever responsibilities change.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.