Barrierline

Roles, licenses and hours: managing your team

For the owner

There are two kinds of office login, the owner and office staff, and both work from the Team page. The owner can do a few things office staff cannot.

Only the owner can

  • Invite office staff, cancel an office invite, and remove an office login.
  • Change company details (Settings, Company), plan booking (Plans), Invoices, the Google review link (Reviews), the two-step rule (Sign-in), and who sends email and what it sends (Email).
  • Download everything (Settings, Your data).
  • Close the company. This is not on the office website. The owner does it in the phone app: Settings, the Account tab, Close the company. See leave.

Office staff can do the rest, including Billing, adding and removing techs, and fixing Hours.

Invite office staff

  1. Open Team, then Office.
  2. Click Invite office staff and type their email.
  3. Click Make the invite, then Copy the invite message and send it.

The invite is tied to the email you typed. They have to sign in with that same email, or they are told the invite was sent to it. It works once, until the date shown (7 days after you make it). Until they join, the Office list shows Invited, with Cancel. To remove a login, click Remove on its row. The owner’s login cannot be removed. See Join your company.

See how each tech is doing

On Techs, the This week column shows each tech’s stops done since Monday and how many started on time, for example 81% on time. A tech who has fewer than 20 timed stops shows Not enough visits yet (16), with the count, because a share of a few stops says nothing. Click the on-time figure to see the stops that started late, with how late. Under the table, one line says what late means: Late means started more than 15 minutes after the booked window ended. See reports.

Record a license

  1. On Team, click the three-dot button on the tech’s row, then Edit.
  2. Type the License / certification no. and License expires.
  3. For a trainee, untick Certified applicator, then fill in Supervising applicator and Supervisor’s certification no.
  4. Click Save.

Under the license number, Expires shows the date. From 60 days out it turns amber and adds the days left. After the date it shows Expired. The Inbox also warns you 60, 30 and 7 days before, and on the day it expires.

Remove a tech

  1. Click the three-dot button, then Remove from the team.
  2. Pick who takes their upcoming stops and plans, or leave them unassigned.
  3. Click the button that says Remove and their first name.

Their login stops at once and their records stay. Today is written as the day they left on their team file. They move to No longer on the team. Bring back puts them on the team, then send a new invite with Send an invite. To disconnect only a lost phone, see lost phone.

Check hours and pay

Open Team, then Hours. It opens on this week, or last week on a Monday. Use the arrows to change weeks. Each box is a day, and the last column is the week, with any time over 40. A forgotten clock-out shows Clock-out missing. Click the day, then Add the clock-out or Fix, or Add a missing shift. Type a reason, which stays on the shift. Payroll file (CSV) saves the week.

Still stuck? Email help@barrierline.com.