Uleadz

How Assign Or Unassign Technicians From A Job Source (From Job Source Menu)

Learn how to disable a technician temporarily and how to enable it back.

How to Disable/Enable a Technician

How to delete technicians from your team

See where your technicians are located through our GPS feature

Track Your Technician's Location

How to Add Technicians from the Uleadz App

Never miss a job with our tech reminder feature. Customize the duration and schedule multiple reminders to keep your team on track.

Set Up Tech Reminders

Assigning Rates to Technicians

How to Assign Metro (Location) to a Technician

How to Assign Availability Time to a Technician

How to Assign Special Rates to a Technician

How to Assign Job Sources to a Technician

How to Assign Job Types to a Technician

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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