Checklist for Employee Roles & Permissions and Onboard Training

Modified on Fri, 22 Dec 2023 at 04:12 PM

We will ask your employees basic information including name, contact information, what role you would like them in, and their permissions.  A generic password will be created, and once the information is inputted, we will review with you. This is a one-time set up. After setup any editing and maintenance is the responsibility of the owner.


Below is a complete list of information that is needed to have on hand 24 hours BEFORE the scheduled call:


Create New Employee: 

  • Name
  • Phone # 
  • Email
  • Role
  • Notification methods


  • “About” Information
  • Photo
  • Pay Type
  • Birth Date
  • Hired Date
  • Travel Rate (if applicable)
  • Sales Commission (if applicable) 
  • Assigned Color, 
  • Address (for location tracking)



  • Chat
  • Ability to view and manage: Customer, Estimate, Invoices, Leads, Items, Schedule, Expenses, Information on Work Orders

For Onboard Training:

  • Must have all attending employee access set up.
  • Must have device for App available.
  • Must have a desktop computer with internet access for screen sharing.

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