Deactivate an employee
What switching someone off does to sign-in, assignments, their seat and their employment, how to record a different last day, and re-employing.
Team
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Pay models and the payroll report
The four pay models, how crew jobs split a payout, how to read the Payroll page for a period, what closing the books does, and who can see it.
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Labor: hours, rates and what a job costs you
How clocked time becomes a labor cost: the rate frozen at clock-in, breaks, corrections on the job, the Labor page by day and week, and overtime.
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Working hours and time off for a technician
Set a technician’s weekly hours and days off, add a day off or partial day, approve or deny a request from the app, and how the schedule uses it.
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Give a technician the field app
How a technician gets into the mobile app, what their role shows them, how their phone stays in step with the office, and signed-in devices.
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Roles and permissions: what each role can do
The five roles, what view and edit mean per section, the field capabilities, why there are no custom roles, and how to read the matrix.
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Invite an employee and set their role
How to add someone to your team, what the invite email does, what each field means, your plan’s seat limit, and how to resend an invite.