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Creating Job Titles

Navigate to the Members Page

Open your organization dashboard and select the Members section from the sidebar.

Open Team Settings

Click the Settings (cog) icon in the top right corner of the members list to access team configurations.

Select Job Titles Tab

Inside the settings modal, navigate to the Job Titles tab located in the top navigation bar.

Add New Title

Click the Add Title button to open the job title creation sheet.

Configure Job Title Details

Complete the following fields in the sheet:

Title Name: Enter the name of the specialty (e.g., "Lead HVAC Tech").
Assign to Role: Choose which base role this title belongs to.
Allowed Services: Select the specific categories or services this title is authorized to handle for dispatch matching.

Open the global menu and tap the Members tab.

Tap the Settings (cog) icon at the top of the members list.

Select the Job Titles tab in the navigation bar.

Tap Add Title to open the configuration sheet.

Enter the title name, select the role and allowed services, then tap Save.

Select Team Member

From the main members list, click on the specific team member you wish to edit.

Select Job Title

Scroll down to the Job Title field in their profile, click the dropdown, and select the desired title.

Click Save

Confirm your changes by clicking the Save button in the profile editor.

Tap on the team member you want to update from the list.

Scroll to the Job Title field and select a title from the dropdown menu.

Tap the Save button at the bottom of the profile to apply the changes.