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Connecting with installers
Connecting with installers

A quick guide on how to start connecting with installers

Scott Harvey avatar
Written by Scott Harvey
Updated over a week ago

Clockit is designed to manage your installations, but that can be a bit tricky if you haven't connected with any installers yet. Follow this quick guide to see how easy it is for you to get connected and more importantly start loading jobs!

To begin you will need to click on settings and then installers.
*Please note if you do not have 'Installers' as an option you will need to speak with the account administrator to gain access.

On the page click on the search box under 'Find Installers', here you will be able to search for installers that are already on Clockit. You can search by name, email, phone number or capability (carpet, vinyl or both). Any installers matching the search criteria will be listed underneath. 

Click on the green 'Request' button next to the installers name if you would like to connect with them.
*Please note you will only have access to the installers calendar once they have accepted the request.

If the installer is not already on the system you will get the option to send an invite, create a private installer or create a virtual installer

Click on the links above to get a better understanding what each function does.

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