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Team management
Team management
Find out how to keep your team organized, create services, and much more with this collection of articles
KDekel avatar
By Kristian and 1 other2 authors18 articles
Paid users vs. free subcontractors
Filtering field techs for jobs using skills and service areas
Managing multiple sub-accounts with the Franchises add-on
Updating a team member's service areas
Updating a team member's skills
The Difference Between the Job Time Tracking Feature and Time Sheets in Workiz

Users


Customizing team roles and permissions
How to reset another user's password
Restricting users from seeing financial data
Restricting a user to assigned jobs
Setting Commission Rates for Techs
How to log hours for jobs and shifts
Setting dashboard restrictions
Tracking your team's location in Workiz
How to allow techs to charge credit cards
Disabling a user from your team

Subcontractors


Working with subcontractors
Allowing subcontractors to collect payments and close jobs
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