Step by step
- Open Team › Engineers & team and click the person's tile.
- Details: email, phone, role, Works as (employee or subcontractor), pay and status; the Calendar colour; and for owners and admins Change role and pay, Sign-in (Send sign-in link) and Remove from team.
- Vehicle (engineers only): their van or car with MOT, insurance and service dates. Use + Add a vehicle, Give a pool vehicle, Edit dates or Unassign (makes it a pool vehicle).
- Van stock: the parts on their van. Press Open van stock the first time; then use + Add parts, Take parts off and Correct a count, set a Minimum per part and see Recent movements.
- Jobs: their Open jobs and Recent jobs (completed in the last 30 days), with counts at the top. The tab name shows the number of open jobs.
- Statement (subcontractors only): the jobs they did in a period with hours, miles, the parts they fitted and what each job cost you.
Van stock on this page
+ Add parts opens a side panel with two ways in: From a store (choose the part, quantity and From, then Move to van) or Bought straight for the van (new delivery) (part, quantity, supplier and an optional delivery note, then Book in).
Take parts off moves parts back to a store (Back to) with an optional note; press Move to store.
Correct a count is for a stock take or parts lost or damaged: enter the Change (for example -1) and a Reason, then Save correction.
Parts below their minimum show Low. Open in Stock opens the same van on the Stock page.
Parts must be in Parts & vans › Parts & services first.
Who sees what
Everyone in the office can open a person's page and change their calendar colour. Only owners and admins can change roles, pay and access, send sign-in links or remove people.
Customer portal logins only have the Details tab.
Questions
Why is there no Vehicle tab?
Only people with the Engineer role have one. Owners or office staff who drive can still have van stock.
Why can't I add a vehicle?
The person is deactivated: "Reactivate this engineer to give them a vehicle."
Works together with
- 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.
- Change someone's roleChange a person's role between engineer, dispatcher, admin and owner, whether they are an employee or subcontractor, their pay and their access.
- Choose someone's calendar colourPick the colour a person's jobs and events have in the company calendar and the chat.
- Vans & vehiclesYour engineers' vans: who drives which, daily mileage recorded against it, and MOT, insurance and service reminders.
- 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.
- Your car or van stockThe Stock tab lists the parts and consumables the office has booked into your car or van, with low-stock warnings and the last 20 movements.
- Send someone a sign-in linkEmail a person a fresh link to sign in or set their password, for example if they lost the invitation.