Service Provider Overview

Learn quickly to manage your team with guided tour, videos and step by step instructions

Eric Plamondon avatar
Written by Eric Plamondon
Updated over a week ago

πŸ”° Take a Guided Tour of Service Provider Section

A service provider refers to anyone on your team who will actually perform or fulfill the service at your customer's location. This can be full-time or part-time employees, contractors, or independent workers. Service providers are also often referred to as technicians.

So for example, for cleaning companies it would be the actual cleaner, for an auto detailing business it would the detailer/car wash person, for an electrical service company it would be the electrician. Each service provider has their own Employee Work Calendar with its own set of Work Hours and Non-working hours.

πŸ‘‰ Create a Service Provider

It is super easy to create/onboard your Service Providers just click here.

πŸ‘‰ Assign a booking to a Service Provider

Once your team member is created, you can start assigning the bookings to them.

There are multiple options for you to assign a booking, for instance, you can assign a booking from another Service Provider, or, assign a booking to multiple Service Providers

πŸ‘‰ Notify your Service Providers about their booking

Notifications are sent to your Service Providers whenever a booking is assigned or if there are any changes in the booking assigned to them via the communication method you have opted for them.

Notify your Service Provider again, if the account was set up but invite has expired

πŸ‘‰ Mobile App for Service Providers

You can manage and coordinate with your team remotely with our Mobile App.

Your service provider can

  • View all the booking details,

  • Navigate to the client location with map features,

  • Contact customer (when given permission by admin)

  • Inform you if they are on their way or running late

  • Let you know Check-in/Check-out

  • Edit their personal settings

πŸ‘‰ Settings for your Service Providers

Your Service providers can see their assigned bookings in their own external Google Calendar, reset their password, set their work hours, view their work calendar, and can view all their assigned bookings.

πŸ‘‰ Settings for administrator

> You can restrict which parts of the ops console your service providers can view,

> See employee report on how many hours they had worked

> Under Service Provider > Edit > "Actions", you will have multiple settings like disable employee account, notify the employee that their account is active, reset password, delete employee, and more...

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