INTENDED SEARCHES: add employee, create employee, employee permissions, mobile settings
Employee records are used for staff, field workers, scheduling, clock records, mobile access, and job assignment.
Fields you may see:
- First name and last name.
- Email and phone.
- Address.
- Position.
- Rate and salary rate type.
- Hire date.
- Employee number.
- Driver license information.
- Services.
- Active status.
- Can assign jobs.
- Require before photos.
- Require after photos.
- Can view customers.
- Can create quotes.
- Enable measurements.
- Mobile settings.
Before saving, check:
- Employee contact information.
- Position and rate.
- Services they can perform.
- Mobile permissions.
- Photo requirements.
- Active status.
Why this matters:
Employee setup affects scheduling, dispatch, mobile access, photos, quotes, customer visibility, and time tracking.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article