In this article, you will learn how to build your schedule by adding both in-house technicians and external subcontractors to your platform.
Adding team members to JobyDesk is essential for organized dispatching and accurate scheduling. By defining roles, services, and rates for each individual, you ensure that the right technician is assigned to the right job, helping your field service business operate efficiently.
Managing your team
In order to add new personnel, you will need to access your Settings from the left sidebar.
Select the Team tab: Navigate to the Team tab within your settings menu.
Configure in-house technicians
- Click the + Invite Member button located in the top right corner.
- Choose to send an email invite for the member to set their password or select Create with password to assign a temporary one.
- Enter their basic details and assign a system role (Technician, Dispatcher, or Admin).
- Select the specific services they are qualified to perform.
- Click the multicolor wheel to assign a custom calendar color for your schedule board.
- Enter their hourly rate and confirm their schedule.
- Click Add Member to finalize.
Configure subcontractors
- Click the + Invite Member button.
- Check the This is a subcontractor box immediately at the top of the form.
- Enter their name and the phone number where they will receive dispatch text messages.
- Select their services, assign a calendar color, enter their commission rate, and confirm their schedule.
- Click Add to finalize their profile.
Managing your team profiles effectively allows you to keep your schedule board up to date and ensures your field operations remain seamless.
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