Inviting your team
Invite drivers, dispatchers, mechanics and admins, and choose what each one can see.
0:48 · Team Management · Getting set up
Transcript
Each person on your team signs in with their own login, and what they see depends on the role you give them. Invites start in Team Management. Click Invite User. Add their name, and the email address the invitation goes to. Then the role. Admins see everything. Dispatchers run jobs and schedules. Drivers get the phone app with their own route. Mechanics work repair orders. And a shared truck device is a tablet that stays in the cab, where each driver signs on with a PIN. Send the invite, and they get an email from your company with a link to set up their login. Until they accept, they wait here under pending invitations. An invite lasts thirty days; if it runs out or went to the wrong address, delete it and send a fresh one.
More in Getting set up
- Importing your customersPaste a list in any format, check what PortaPro found, and import. Every import can be undone.1:28
- Getting around PortaProWhat the dashboard tells you each morning, and the fastest ways to reach any screen.1:29
- Setting up a site's rate cardTell PortaPro what's at a site, how often it's serviced and what it costs. Service jobs and cycle invoices follow from it.1:18
- Setting your billing defaultsInvoice numbers, payment terms and the billing cycle new customers start on, plus automatic cycle drafts.1:08