Team management

Find out how to keep your team organized, create services, and much more with this collection of articles

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12 articles in this collection
Written by Dan, Dekel, and Kristian

Filtering field techs for jobs using skills and service areas

Read our guide on how to easily identify the right field techs for specific jobs based on skill sets and service areas.

Written by Kristian
Updated over a week ago

Setting Dashboard Restrictions

Learn how to show or hide specific dashboard views for your team members.

Written by Dan
Updated over a week ago

Tracking your team's location in Workiz

Learn how to enable and use GPS tracking to dispatch jobs more efficiently.

Written by Kristian
Updated over a week ago

The Difference Between the Job Time Tracking Feature and Time Sheets in Workiz

In this article you will come to understand the differences between Job Time Tracking and Time Sheets in Workiz and when to use each.

Written by Dekel
Updated over a week ago

How to Use the Job Time Tracking (Clock In/Clock Out) Feature for Techs

Job time tracking is a great way to understand how long your technician spent on each individual job. Here’s how it works...

Written by Dekel
Updated over a week ago

Setting Commission Rates for Techs

Set an automatic commission rate for your field techs

Written by Dekel
Updated over a week ago

Customizing team roles and restrictions

Learn how to control what your team can see in Workiz by assigning, customizing, and even creating new roles.

Written by Kristian
Updated this week

Restrict Access to Financial Data for Specific Roles

Restrict access to financial data and pricing information for any user role within Workiz

Written by Dekel
Updated over a week ago

Restricting a user to assigned jobs

Learn how to limit users from seeing other users's Workiz schedules.

Written by Kristian
Updated this week

Disabling a User From Your Team

Disabled users won't be able to login or be assigned to jobs anymore

Written by Dan
Updated over a week ago

How to change a user's password

How to change a user's password

Written by Dekel
Updated over a week ago

What's the Difference Between Pro Users and Subcontractors (Free Users)?

Learn the difference between Pro Users and Free Users to help you decide which one is better for your business.

Written by Dekel
Updated over a week ago