Positions

All workers must have at least one position assigned to them to be able to sign up for shifts on the workers site. Positions are defined at Workers->Worker Positions. When defining a position, you may set a pay rate, name the position, and identify whether that position is a special position such as a sales rep or vehicle. Sales rep positions are intended for workers that will be building and interacting with quotes. It enables you to track their progress and direct appropriate leads to them as well as other conveniences. Vehicle positions are used to define vehicles for routing purposes. Workers are allowed to have more than one positions assigned at one time. John Smith could be a Driver and Sales Rep.

Sample of some possible worker positions.

Once they are defined you will need to assign your workers to the appropriate positions.

Assigning a workers positions.

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