Add Tech User

To add an Tech User go to File-> Users-> Add New

Type in your Users First and Last Name and Hire Date

Since this is a Tech user select Tech/Limited User.

Select a Main Branch for this tech user, then select any additional branches this  user may have access to.

Select the Field Technician Department, if they are the lead of a crew and if they have an assigned default vehicle. 

Check the box if the technician takes their vehicle home and fill in the time amount allowed for the unpaid commute.

To learn more about Unpaid Morning Commute use the following link:Unpaid Morning Commute

Assign a worker class, this is used for Certified Payroll

Assign a Work Group if applicable, this is used on the weekly scheduler.

Then select all the departments where the Tech can receive alerts.

At the bottom of the page click the 'Email or Text' button to easily send download links 

to your new tech user for the mobile app.

Additional Info Tab on Desktop

Misc Info. Tab fill in all the necessary information required for your company.

Rate of Pay on Desktop

Fill in the users rate of pay, a Tech user will usually be Hourly via Field Tickets and Clock Ins

Licensing- add the users license  information.

Notes- keep notes for this User. This is not the same as the User Log

For more information on the User Log use the following link: User Log

User Preferences Tab on Desktop

General->Set a password for CenPoint can be up to 24 characters long.

Most of the other user preferences can be set up by the user, according to their preferences.

E-Mail on Desktop

Set up user email. Use the following links for more information on setting up E-mail

 E-mail Set Up

E-mail Signature

E-mail Trouble Shooting

Schedule Template Tab on Desktop

Set up a schedule for the tech user. 

Use the Manage docs at the bottom to store any documentation for that user, and example would be a copy of their drivers license.

The user log is a great place to keep a record of that employee. Examples: Office user received a customer compliment, or user has called in sick for the 20th time this month. 

for more information on the User Log use the following link:User Log

Add Tech User on Portal

To add a Tech User go to More -> Users-> Add New

Type in your Users First and Last Name and Hire Date

Since this is a Tech user select Tech/Limited User.

Add a 'Profile Picture' -> Click Ellipsis -> Set/Change -> Select one

Select a Main Branch for this tech user, then select any additional branches this  user may have access to.

Select the Field Technician Department, if they are the lead of a crew and if they have an assigned default vehicle. 

Check the box if the technician takes their vehicle home and fill in the time amount allowed for the unpaid commute.

To learn more about Unpaid Morning Commute use the following link: https://help.cenpoint.com/docs/unpaid-morning-commute 

Assign a worker class, this is used for Certified Payroll

Assign a Work Group if applicable, this is used on the weekly scheduler.

Then select all the departments where the Tech can receive alerts.

Upload a document or a picture 

At the bottom of the page click the 'Email or Text' button to easily send download links 

to your new tech user for the mobile app.

Additional Info Tab on Portal

Misc Info. Tab fill in all the necessary information required for your company.

Rate of Pay 

Fill in the users rate of pay, a Tech user will usually be Hourly via Field Tickets and Clock Ins

Licensing- add the users license  information.

Notes- keep notes for this User. This is not the same as the User Log

For more information on the User Log use the following link: User Log

User Preferences Tab on Portal

General -> Set a password for CenPoint can be up to 24 characters long.

Most of the other user preferences can be set up by the user, according to their preferences.

Set up user email. Use the following links for more information on setting up E-mail

 E-mail Set Up

E-mail Signature

E-mail Trouble Shooting

Schedule Template Tab on Portal

Set up a schedule for the tech user.