Technicians and user accounts
Everyone in your company gets a user account, but not everyone uses ServisGo the same way. Managers plan from the dashboard; technicians work from their phone in the field.
This guide covers the roles, the settings that put a person in the calendar, and how ServisGo knows who can do which job.
The three roles
Accounts are managed on the "Users" page. Click "Users" in the left sidebar to see everyone. Each account has one of three roles, chosen in the "Role" field when you create or edit the user:
- Admin
- Full access to this dashboard, including settings and user management.
- Manager
- Works in this dashboard: clients, appointments, the calendar.
- Worker
- A field technician. Workers sign into the technician mobile app with the email and password you set on their account.
Setting a person up for the calendar
To add someone, click the "Create User" button in the top-right corner of the "Users" page. A dialog opens asking for their name, email, password and role. The checkbox that matters most is "Can be scheduled for work": tick it and the person gets their own column in the calendar, and three more sections appear in the dialog:
- "Working Hours": the "From" and "To" times of the day they can be booked in. Suggestions and planning never go outside them.
- "Color": pick it with the color swatch. Their visit blocks show in this color in the calendar (until a status changes it; see the visit statuses guide), and their name appears next to a bar of this color across the app.
- "Address": their home address, entered as street, city, zip code and country. Each day's travel is planned from it, so the first drive of the morning is realistic.
Who can do which job
In that same dialog, under "Working Hours", the "Services" field lists what the person can perform. Click it and tick services from the list. ServisGo uses it whenever it suggests times: only technicians who can do all of an appointment's services are offered. See the route planning guide.