Ecotrak

This article will support you in inviting, assigning and managing your Service Providers.

How to Invite, Assign & Manage Service Providers

How to Assign Service Providers in Trade Assignment

How to Copy Trade Assignments of one Location to Another

Bulk Trade Assign by Service Providers for Specific Locations

Manage Internal Technicians from Customer Account

Navigating the Dispatch Module

Define internal teams once. Use them consistently in trade assignment workflows.

Company Teams – Configuration and Management Guide

Assign internal teams to trades, dispatch technicians, and manage work orders without creating extra companies.

Company Teams - Trade Assignment and Work Orders

Max Stone

This collection provides How To Articles related to Service Provider Management, Trade Assignment, and Internal Technician Assignment and Management.

Service Provider Management, Trade Assignment, And Internal Technicians

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.