How to set a status for a team member?
Members can set a specific status that works also as a label. Status helps to know if a member is active/inactive, the type of vehicle/device he's using or any other specification that you may need to ease the dispatch and overall operations of your field and office staff.
Step 1: Go to your 'Main Menu Drop Down' and click on 'Settings'.
Step 2: At the bottom of the window, you will see the 'Predefined Statuses Workers Can Pick From'. Just enter and edit the predefined options for status workers can choose from, separate using commas.
Step 3: From their mobile devices, workers can
select one of the predefined options or even
create a new one. The workers only need to tap on the main menu, tap again on their user name and select "Choose your current status".
Step 4: Check under both the 'Team' and 'Dispatch' sections and you will see the Status selected by each worker