Step by step
- Go to Team › Engineers & team and click the person's tile.
- On the Details tab, press Remove from team.
- Confirm with Yes, remove. You go back to the team list.
What happens
They lose access straight away. Their open jobs go back to Unassigned, any running timer is stopped, and their van stock moves to main stock. Their past jobs and history are kept.
When it is blocked
"You cannot remove yourself.", "only an owner can remove another owner" and "the firm needs at least one owner".
Works together with
- Deactivate someoneStop a person's access for now while keeping them on the team list, for example during long leave.
- Engineers & teamEveryone with a login to your firm (office staff, engineers, subcontractors and customer portal users), one tile per person. Open a tile to manage that person's details, vehicle, van stock and jobs.
- Assign an engineer and plan the visitChoose the engineer, the planned visit time, the SLA deadline and the priority in the job's Dispatch card. The engineer sees the change straight away.
- StockHow many of each part you have in the main store and in every engineer's van, what is below its minimum and every movement.