1. From the left side menu select “Settings”.
2. Once it opens up, select “Technicians” from the top menu.
3. You will then be able to see a list of all of the technicians you have added. Select the one you want to work on.
4. Once you have selected your technician’s profile, select “Job Sources”. There, you will be able to see the Job Sources you have added into Uleadz and will have the chance to select the Job Sources you want your technician to work with. The Job Sources showing on red on the left side are unassigned to the technician, if you want to assign it, just select the arrows on the right side. The Job Sources on green on the right side are assigned to the technician, if you want to unassign it, just select the arrows on the left side.
How to Assign a job percentage to a Technician
1. From the left side menu select “Settings”.
2. Once it opens up, select “Technicians” from the top menu.
3. You will then be able to see a list of all of the technicians you have added. Select the one you want to work on.
4. Once you have selected your technician’s profile, select “Finance”. There, you will be able to select a flat dollar rate or a percentage of the price of the job that the technician will get for each completed job. You just have to fill in the info. After you’re finished, don’t forget to click on “Save” on the top right corner.
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