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      Company Admin App Training

      Posted by Jack on Jan 11, 2021 11:20:16 PM
      Jack

       

       

      Training Videos

      The below videos will walk you through the Company Admin App in sequence.

      Quick Links:

      Login Page
      3 Sections
      Work Summary
      Pay Summary
      Settings


      Login Page

      Companies use a shared login for access to the work orders assigned to them (admin and crews) since we only assign to company and they assign out to crews. This login page is to give the administration/company operator access into all work assigned to the company, all pay summaries and settings.

       

      HubSpot Video

       

      Points you should know and understand:

      1. Why do we have a login/code?
      2. Who has access to this portion of the app?

       


      3 Sections

      The App has 3 main sections that you can access from the main screen:
      1) Work Summary - all past, present and future work orders assigned to the company
      2) Pay Summary - Line items for the current pay period as well as all past pay periods
      3) Settings - The ability for the company to manage the crews in the system and the daily work volume

       

      HubSpot Video

      Points you should know and understand:

      1. What is the main purpose of each section?

       


      Work Summary

       

      HubSpot Video

      Points you should know and understand:

      1. What information is displayed by default?
      2. How can someone narrow down the view?
      3. Where are the work order details?
      4. How can you assign work orders to a crew?

      Pay Summary

       

      HubSpot Video

      Points you should know and understand:

      1. What is the difference between current pay period and past?
      2. How much detail can someone see?
      3. How can someone filter their view?

      Settings

       

      HubSpot Video

      Points you should know and understand:

      1. Who manages crews?
      2. What happens when you remove a crew?
      3. Who manages Daily Jobs?
      4. How can someone adjust a specific days volume?