Adding Team Members
Invite your team to join ServTrackr:
- Go to Settings → Team Management
- Click "Add Team Member"
- Enter their name and email address
- Select their role (Admin, Manager, Technician, etc.)
- Send the invitation
Team members will receive an email with instructions to set up their account and password.
Roles & Permissions
Control what each team member can access:
- Admin: Full access to all features and settings
- Manager: Can manage projects, clients, and team schedules
- Technician: Access to assigned jobs via mobile app
- Office Staff: Client management and scheduling
- Custom Roles: Create custom roles with specific permissions
Scheduling Your Team
Assign and manage work efficiently:
- Drag-and-drop job assignments on the calendar
- View team availability and workload
- Set recurring schedules for maintenance routes
- Optimize routes to minimize drive time
- Send instant notifications about schedule changes
Tracking Performance
Monitor team productivity and performance:
- View jobs completed per technician
- Track revenue generated by team member
- Monitor average job completion time
- Review customer satisfaction ratings
- Analyze utilization rates and efficiency