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2. Setting Up Your Team

Updated

Web App · Admin

Skip this part if you are running solo for now — you are already set up as a technician.

The Team page

Click Team in the left-hand menu, under People & Billing. Your team members are listed on the left, each with their role(s) and a status badge: Confirmed once they have accepted their invitation, or Pending while you are waiting on them. Click a member to see their details on the right.

The Team page: the member list on the left and the selected member’s details on the right.

Understanding the three roles

Every member has at least one role. You can give someone more than one — an owner who also services pools might hold all three.

  • Admin — full access, including billing, settings, team management and all work. The person who created the account is the Admin (Owner).
  • Manager — runs day-to-day operations (clients, scheduling, routes, jobs, invoicing) without owner-level control of the account.
  • Technician — services pools in the field with the PSS mobile app. Adding this role unlocks the technician’s field settings on their profile.

Note: Roles decide which parts of PSS a person can use. Privileges fine-tune what a technician can do in the field.

Inviting your team

  1. Click Add Team Member.
  2. Enter the person’s Name and Email, then tick one or more roles: Admin, Manager, Technician.
  3. To invite several people at once, click Add Another Person.
  4. (Recommended) Type a message to include in the invitation — for example, a reminder to download the mobile app.
  5. Click Send Invitation. New members show as Pending until they accept. If someone needs the email again, use Resend Invite from the ⋯ menu next to their name.
The Add New Team Member window.

Setting up a technician’s profile

Click the technician in the list, then click Edit. A member with the Technician role has these extra sections:

  • Privileges — turn on extra field abilities:
    • Enable as Master Tech — lets a lead tech see and work the whole team’s routes.
    • Allow Jobs Management — create and manage jobs from the phone.
    • Allow Client Phone Access — shows clients’ phone numbers in the app.
    • Allow Catalog Pricing Access — shows catalog prices in the app.
    • Only Allow Camera Upload(s) — photos must be taken with the camera, not picked from the gallery.
    • Tech Only Sees Direct Job Assignments — limits the tech to jobs assigned directly to them.
    • Allow Same Day Stops Reordering (Self) — lets the tech reorder their own stops for the current day.
  • Tech Settings:
    • Work Start Time — when the technician’s day begins; used for route timing.
    • Color — the tech’s color on the route map.
    • Work Starting Address — where the tech starts their day; used for route optimization.
  • Per Visit Payroll (Optional) — what you pay this tech per route visit, by property type.
  • General Work Capacity — the hours the tech is normally available each day of the week.

Click Save at the top of the profile when you’re done.

Editing a technician: privileges and tech settings.

Note: Enable as Master Tech and Allow Same Day Stops Reordering (Self) can’t both be on — turning one on turns the other off.

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