Send the invite
From the menu on the left, open Techs, then click the Invite New Tech button at the top of the screen.
Fill in:
- Their full name
- Their email address
- Their job title (for example, Senior HVAC Tech)
- The region they cover
- Their specialty (HVAC, Plumbing, Electrical, etc.)
- Their pay model
Click Send email invite.
What your tech sees
They get an email from TradelyHQ with a setup link. When they click the link they pick their own password — you don't set a temporary one for them. After that, they can sign in.
If the email does not show up within a minute, ask them to check their spam folder.
After they sign in
Once your tech signs in for the first time, their name shows up in your Techs list. From there you can assign them to work orders just like any other tech.
Removing a tech
Open your Techs list, click the tech you want to remove, then click Remove. Their login is deleted so the email is freed up and you can re-invite that same address later if you need to. The work orders they did in the past stay on file with their name preserved, so your history doesn't change.