Employees › Add Employee
Each person who works jobs or helps in the office gets their own login. Workers see only the jobs assigned to them, with the address, notes and job actions, from any phone browser.
Employees lists each person's role and status, with team totals below.
Add an employee
- Open Employees from the sidebar and choose Add Employee.
- Enter Full Name, Email and Phone, and an optional Job Title.
- Choose a Role and an Employment Status (Active, On Leave or Inactive).
- Optional: set their Time Zone, Schedule Settings, Service Assignments and a Profile Photo.
- Save. Servetic emails them an invite to set their own password.
| Role | Typical use |
|---|---|
| Technician | Field worker. Uses the employee day view for the jobs assigned to them. |
| Supervisor | Team lead with wider access than a technician. |
| Office staff | Works in the office on bookings, customers and scheduling. |
| Admin | The widest access after the owner. Give it only to people you trust with the account. |
If the invite does not arrive
- Invite links expire after 24 hours. Use Resend invite on the employee's row to send a fresh one.
- Check the email address on their profile. An employee without an email cannot receive an invite.
- If they still cannot receive email, use Set password to choose a password for them and share it in person. They can change it later from their own account.
What the employee sees
After setting a password, the employee signs in at servetic.com and lands on their own day view: assigned jobs with addresses and phone actions, starting and completing a job, and job photos. Assign jobs to them from Jobs or from a booking.