Teams
Teams and field work
Profiles, absences and permissions for the team, attendance and checklists for the field: everyone sees what concerns them.
Team and clients
These features rely on employee or client accounts.
What this page covers
Clients & teams
- Client records: contacts and service history
- Several sites and addresses per client
- Access instructions and operating notes
- Activity history on every record
- Client service requests with attachmentsTeam and clients
- Turn a request into a job or a quoteTeam and clients
- Client portal: appointments, quotes and invoicesTeam and clients
- Clients accept and sign quotes onlineTeam and clients
- Employee profiles: skills, availability and workloadTeam and clients
- Each employee's schedule and assigned jobsTeam and clients
- Absences and replacement suggestionsTeam and clients
- Permissions granted by the ownerTeam and clients
- Pay tracking: rates, history and recorded paymentsTeam and clients
Field work & quality
- Visit start and end times, time on siteTeam and clients
- Visit checklists and reusable templatesTeam and clients
- Before/after photos and visit recordsTeam and clients
- Client sign-off at the end of a visitTeam and clients