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Employee Permissions and Jobs Update

Matt B, Marketing Coordinator

Jan 10, 2016 @ 12:19AM

Enhanced Employee Permissions Manage what your employees can and cannot do in the system. Assign roles to each member of your team and set each individual's permissions.

Non-Job Events Make it easy for everyone in your organization to see when someone is busy. Avoid conflicts by creating non-job events in the calendar to mark off personal time or vacations.

Enhanced Employee Permissions

Employee permissions screenshot

Enhanced employee permissions allow you to get more specific with what your employees can and can't do/access in the HouseCall Pro app. In order to access the permissions toggle board, navigate to the 'My Account' button at the top right corner of the pro portal home screen and find the 'Employees' tab in the top ribbon. From there, click on the employee whose permissions you would like to edit and flip the switches to the correct position for each capability. Here are the permission options:

  • See job prices & add, update, and delete jobs

  • See customer phone number & email

  • In-app chat with HouseCall app customers

  • See & edit customer database

  • Update company account info

  • Accept instant (non-job) credit card payments 

**You can set different permissions for each employee according to your business needs. 

Non-Job Events

Non job even screenshot

You can now create non-job events on the pro portal. These events are ideal for administrators to more effectively schedule jobs around employee calendar items that are non-job related:

1. Click on the '+Add new' green button at the top right-hand corner of the web portal 2. Type in the name or description of the event in the text field 3. Enter in the address of where the event will take place (if applicable) 4. Click on the 'schedule' box to be taken to a calendar view

Team permission screenshot

You will be taken to a calendar schedule page where you can change the date, time, and employee associate with the event. This can be done by either dragging the event to the desired slot on the schedule itself, or by selecting 'edit team' and checking off the employees associated with the event. You can also click on 'recurrence' to set repeating event specifications. From there, simply click the 'Back' button at the top left-hand corner of the screen, and click 'save.' The event will show up on the schedule in a dark gray color. 

**Note: Non-job events are only available on the pro portal. Mobile non-job events are coming soon!

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