Setup task
Invite staff, build schedules, and set skills
Invite your team, assign their work schedules, and create and assign skills — so scheduling knows who's qualified and when they're free before the first live job. (A role is access control; a skill is a competency.)
Audience: Admin, manager, or resource planner
Lesson 3 of 15
Team members and skills
Invite your team, give them work schedules, and tag the skills that decide who can take which job.
What to do
Follow these steps in order. Keep it simple — refine after the first real workflow works.
- 1Invite each team member (Members → Invite) and, optionally, set their roles — roles are access control (what they can see and do); leave blank for basic employee access.
- 2Set up work schedules: create templates with work days, start time, end time, and breaks, then assign them to members (and resources) from Work Schedules.
- 3On the Skills tab, create the skills your work needs — Cleaning, HVAC, Repair, Front desk, Diagnostics — then tag each member and resource with the skills they actually hold.
- 4Add resource windows for maintenance, leave, unavailable dates, or one-off blocks.
- 5Open the Skills tab — Skill view to see each skill and who holds it, Member view to see it per person.
- 6Check coverage: every skill a service will require should have at least one active member or resource that holds it. Review leave balances before managers approve requests.
You're done when…
Use this quick check before moving to the next setup task.
- Active members have availability windows and are tagged with the skills they actually have.
- Every skill a service requires exists and is held by at least one active member or resource.
- Managers can see conflicts before assigning live work; breaks and overtime rules are reflected.
- Skill names are consistent — no near-duplicates like 'HVAC' and 'H.V.A.C'.
Why this matters
How this task connects to the rest of the product.
- Members
- Members carry role, email, status, skills, and work schedules, and are eligible for a service when their skills match its requirements.
- Roles
- A role is access control — what a member can see and do. Assigned when you invite them (or later on their member page), separately from skills.
- Skills
- A skill is a competency — what jobs someone is qualified for. Create and assign them on the Skills tab; they're the shared vocabulary between people, equipment, and services.
- Resources
- Non-human resources (rooms, vehicles, equipment, kits) carry type, capacity, skills, availability, and windows, and are scheduled alongside people.
- Services
- Required skills on a service filter the eligible people and equipment and warn when a booking has no qualified match.
- Work schedules
- Templates and assignments define the normal working window that jobs compare against; resource windows remove capacity for a time range.
- Breaks if skipped
- The job flow can't show free/busy status, auto-assign the qualified person or equipment, detect conflicts, or create trustworthy payroll records.
Expected outcome
What you'll have
Managers can trust who's qualified and available before confirming any booking, and services only offer people and equipment that can actually do the work.