Adding your team

DispatchMind has two kinds of logins. Office logins are for the people who book, dispatch and bill. Tech app logins are for the people in the field. Each person gets their own login, so you always know who did what, and only the logins you create can see your company.

Office roles

Every office login has a role. Pick the one that fits the job the person does.

• Owner: full control of the company account, including the plan and billing.
• Admin: runs the account with the owner. Admins can open the activity log and manage API keys and webhooks.
• Office: the day-to-day work: booking jobs, dispatching, estimates and invoices.
• View only: can look but not change anything. Good for a partner, a bookkeeper or someone in training.

Give people the lowest role that lets them do their work. You can change a role any time.

Add an office login

1. Open Team from the menu.
2. Add the person's name and email.
3. Pick their role.
4. Save. They get what they need to sign in.

Your plan sets how many office logins you have: Starter 2, Team 5, Pro 10, Business 20. Each extra office login is $29 a month.

To remove someone, open Team, find the person and remove their login. They lose access right away. Their past work stays on the jobs.

Add a tech

1. Open Techs from the menu.
2. Add the tech's name and contact details.
3. Turn on their tech app login and send it to them.

Tech app logins are $15 a month each.

What techs see

Techs see only the jobs assigned to them. Nothing else. On each job they get:

• The customer and the address
• Notes from the office
• The checklist for that job type
• Photos, and a way to add their own

They close the job out from their phone when the work is done, and the office sees it the same minute. See The tech app for the full walkthrough.

Tech access levels

On the Pro plan and up, you choose what each tech can see and do. Access can go from look-only up to closing out jobs. Set it per tech, so a new hire and a ten-year tech don't have to get the same access.

1. Open Techs and pick a tech.
2. Choose their access level.
3. Save.

Tips

• Give every person their own login. Shared logins make the activity log useless.
• Ask owners and admins to turn on Face ID, fingerprint or a two-step code. See Sign-in and security.
• When someone leaves, remove their login the same day.