Team jobs for Local services

The jobs you can give your team, and what each one can do.

Where: Team → Add team member → Job and accessFor: Local services

Steps

  1. Open Team → Add team member (or View on an existing member).
  2. Under Job and access choose the job that matches what the person does.
  3. Open the job to see What this role can use before you save.

Every button and what it does

Names as they appear on screen.
AdministratorWebsite, team, reporting, and all daily operations.
Operations managerOversees the schedule, customers, resources, and the working team.
Service coordinatorConfirms requests and keeps customers updated.
Field technicianSees only assigned visits, customer notes, and required equipment.

Good to know

Give each person the smallest job that lets them do their work. You can change it at any time.

Still need help?

Send a request from Settings → Help & support, or email support@lowmark.co.