This article is the complete Tech Stack for Appliance Repair Techs in the Field including Login setup guides. The order is somewhat important. Google Workspace First since this is the foundation. Its best of the employee is present so they can set their own personalized password, if not possible give a identical temporary password for all of the logins such as "@ApplianceTech123" and they can customize it later on. At this time passwords are store by using Chrome's password save function.

The Winning List

The list of Apps and Websites for Appliance Repair Techs that will require a login.

1. Create Logins

Google Workspace

Marcone

Input as obviated here. The employee number/address etc can be taken from the G-Drive "Emp FAQ". Spend Limit is $500

dddd

Update Permissions

Send Email to Marcone Account Manager To Add Emp's Home Address to Ship List. Marcone Account Manager info is in the G-Drive

Reliable Parts

Reliable Parts doesn't appear to have master/dependencies logins. So for Reliable Parts simply use the existing master login and add emp ship address

Request New Address

ChatGPT Business

ChatGPT is used for several of our Custom GPTs: Creating Invoices & Dryer Voltage Analysis

Using Emp email address and follow remaining password steps

Todoist

Todoist > Settings > Invite members

With Todoist We are both going to add the emp and create a dedicated project folder that will be used to send tasks down to the representative.

Create a new Project in Todoist. It is very important this is an accurately otherwise so on may inadvertently see private data. Add Project > Restricted > Invite

Put a few test tasks in The Emp folder for later app testing

Square

For MANY reasons Square is our processor of choice including the time Square saved me from being on the streets! Read Here for the story

As of right now, we use the default Team Permissions and we use one single location. Emp Creates a passcode here.

Although we currently do not use the Jobs function it is part of the default flow so that's OK

iWallet

iWallet is absolutely outstanding for payment processing and a lot more. You can tell it was made just Field Service companies. Right now we use Square for credit cards and iWallet for checks.

Fieldpulse

Fieldpulse, just outstanding.

Sortly

Sortly is outstanding. Sortly > Settings

Set Permission As Follow: View Only for ALL Vehicles & View and Edit for The Tech's Own Truck, eg Truck #3 etc

GroupMe

GroupMe doesn't require a login - just an invite to their phone number.

Blue Book

Appliantology

Visit Appliantology Registration

Note: Display Name is the emp's proper first and last name

Go to Emp's email inbox, validate email

Note: The user name is the use name created in the first step.

For proof of company affiliation we will use a screenshot of the emp's Square Invite as it shows both the emp name and our company name. Screenshot this from the inbox

Fill out a shown and upload the prior screenshot

Next wait for the approval email ( takes a few days ) and pay the membership fee.

ServiceMatters

2. Setup Phone

Phone Setup

PreviousAdding a New Truck Set in Sortly NextPhone Setup

Last updated 16 days ago

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