Adding Technicians to WorkForce and Inviting Technicians to JobSite

    In WorkForce, you may add any technicians who will be going on-site for your client. You may

    As technicians create their profiles in JobSite you can monitor their progress.

    Adding Technicians to WorkForce

    How to Add a Single Technician

    1. Click the plus (+) icon, either on top of the console or on the bottom of the list. The Add an Employee overlay appears.
    2. Enter the technician’s full name and email address.
    3. (Optional) In the message box, edit any information as necessary.
    4. Click Add Employee. The technician will list on the WorkForce console where you can monitor his/her sign-up progress in JobSite. See "Monitoring Technicians’ JobSite Progress for Creating a Profile", below.

    Adding One Technician into Site Access WorkForce

    How to Add Multiple Technicians (Bulk Upload)

    Adding Technicians in Bulk into WorkForce

    1. On top of the Technician list, click Bulk Upload. The Bulk Upload overlay appears.
    2. Click Download Spreadsheet and then Save the Excel spreadsheet.
    3. Open the Excel spreadsheet and enter each technician’s name and email address, one per row.
    4. Save the spreadsheet once all technicians are added.
    5. In WorkForce, click Browse… to locate and select the spreadsheet on your hard drive, and then click Open or OK.
    6. Click Upload Spreadsheet. The technicians will list on the page for you to review the information for accuracy.
    7. (Optional) Click any field to edit information.
    8. Click Proceed. The email message appears.
    9. (Optional) In the message box, edit any information as necessary.
    10. Click Finish. The technicians will list on the WorkForce console where you can monitor their sign-up progress from JobSite. See "Monitoring Technicians’ JobSite Progress for Creating a Profile", below.

    Technicians List in Bulk

    Monitoring Technicians’ JobSite Progress for Creating a Profile

    Technicians using the JobSite app must complete their profile so you can dispatch work orders or run background checks:

    • Accept the above invitation and agree to the Terms of Service.
    • Complete a user profile, including name, home address, phone number, and drivers license information (where applicable); and
    • Add a photo that will be shown as the badge clients will scan.
    Note: You cannot assign work orders to a technician through WorkForce until (s)he has completed creating the JobSite profile.

    You may monitor your technician’s progress in completing each JobSite profile:

    JobSite Statuses in Site Access WorkForce

    • No Response: The technician has not accepted the invitation. You will see the date the invitation was sent.
    • Incomplete Profile: The technician has accepted the invitation, and has at least accepted the JobSite Terms of Service. You will see the date the technician started working on his/her JobSite profile.
    • Profile Complete: The technician has completed the JobSite profile. You are now able to assign work orders to that technician through WorkForce.
      • Note: Review and verify that the technician’s photo is an acceptable image to represent your company.