For Administrators & Managers

Access User Management

Navigate to the Users section using the sidebar menu ().

View User List

The main view displays a table of all users in the system.

• Filtering: Use filters above the table to narrow down the list by Status (Active, Inactive) or Role (Admin, Manager, Technician).
• Searching: Use the search bar to find users by name or email. [Screenshot: User Management table showing filters and search bar]

Add a New User

1. Click the Add User button.
2. A dialog box appears. Fill in the user's First Name, Last Name, Email, Phone Number (optional), and Tech ID (optional, max 5 characters).
3. Select the user's Role (Admin, Manager, Technician).
4. Assign a Service Area (if applicable, usually for Technicians).
5. Set the initial Status (Active/Inactive).
6. Click Create User. If the role is Technician, an invitation email will be sent automatically. [Screenshot: Add User dialog box with input fields]

Edit User Details

1. Find the user in the table and click the Edit button (pencil icon ) in the Actions column.
2. A dialog box appears with the user's current details.
3. Modify the Name, Email, Role, Status, Tech ID, or Area assignment as needed.
4. Click Save Changes. [Screenshot: Edit User dialog box showing editable fields]

Invite/Resend Invitation (Technicians)

• When adding a new Technician, an invitation is sent automatically.
• If an invitation hasn't been accepted (status is Pending or Sent), find the user in the table.
• Click the Send Invitation button (mail icon ) in the Actions column to resend the invitation email. [Screenshot: User table row showing the 'Send Invitation' button for a pending technician]

Activate/Deactivate Users

1. Find the user in the table.
2. Click the Activate () or Deactivate () button in the Actions column.
3. Confirm the action if prompted. The user's status will be updated.

Access Areas Section

Navigate to the Areas section using the sidebar menu ().

View Existing Areas

A table displays all currently defined service areas with their Name, Code, assigned Users count (if implemented), and Status. [Screenshot: Service Areas table showing Name, Code, Status]

Add a New Service Area

1. Click the Add Area button.
2. Enter the Area Name (e.g., "Downtown Core") and a unique Area Code (e.g., "DTC").
3. Select the Status (Active/Inactive).
4. Click Add Area.

Edit Existing Areas

1. Find the area in the table and click the Edit button (pencil icon ).
2. Modify the Name, Code, or Status.
3. Click Save Changes.

Delete Areas

1. Find the area in the table and click the Delete button (trash icon ).
2. Confirm the deletion.

Access Default Rates

Navigate to the Default Rates section using the sidebar menu ().

Manage Default Rates

• View a table listing all job types and their default Rate per unit.
• Add: Click Add Default Rate, select the Category, enter the Job Name, and set the Rate Amount.
• Edit: Modify the rate amount directly in the table input field for any job type.
• Delete: Click the Delete button (trash icon ) for a specific rate.
• Save: Click Save All Changes after making edits. [Screenshot: Default Rates table showing job types and editable rates]

Access User-Specific Rates

1. Navigate to the Users section ().
2. Find the specific technician in the table.
3. Click the Edit Rates button in the Actions column for that user.

Edit User-Specific Rates

1. You'll be taken to the user's rate management page.
2. A table lists job types and the specific rate assigned to this technician.
3. Load Defaults: Click Load Default Rates to populate the table with any missing job types using the system defaults.
4. Edit Rate: Modify the rate amount directly in the table for any job type specific to this technician.
5. Add Rate: Click Add Rate to define a rate for a job type not listed, potentially overriding a default.
6. Delete Rate: Click the Delete button (trash icon ) to remove a specific rate override (it may revert to the default).
7. Save: Click Save All Changes to apply the user-specific rates. [Screenshot: User-Specific Rates page showing editable rates for a technician]

Understand Rate Effective Dates

• Rates may have effective dates. When a technician logs a job, the system uses the rate that was effective on the date the job was performed, ensuring historical accuracy even if rates change later.
• User-specific rates override default rates for the period they are effective.

Access Job Logs Section

Navigate to the Job Logs section using the sidebar menu ().

View Job Log List

A table displays job logs submitted by technicians. Key columns include Date, Tech Name, Tech ID, Job Category, Job Name, Quantity, Rate, Status, and Actions. [Screenshot: Job Logs table showing submitted logs]

Filter and Search Logs

Use the filters above the table:

• Filter by Technician, Job Category, Status (Pending, Approved, Rejected), or Date Range.
• Use the Search bar to find logs containing specific keywords (e.g., job name, notes).

Verify Pending Job Logs

1. Filter the list to show Pending logs.
2. Review the details of each pending log.
3. Click the Verify button (check icon ) in the Actions column to approve the log. The status will change to "Approved".

Reject Job Logs (If Implemented)

• If a log needs correction, there might be a Reject button.
• Clicking Reject may open a dialog to provide a reason for rejection.
• The technician would then be notified to correct and resubmit the log.

View Job Log Details

Click the Details button (eye icon ) on any row to see the full information for that specific log entry in a dialog box.

Access Payments Section

Navigate to the Payments section using the sidebar menu ().

Understand Payment Workflow

1. Technicians submit daily job logs.
2. Managers/Admins review and verify the logs.
3. Verified logs become eligible for payment, typically grouped into weekly or bi-weekly periods.
4. The Payments section lists these periods/submissions, showing the total amount due per technician for verified work.

Manage Payment Status

• View the list of weekly submissions, often filterable by Week Period or Payment Status (e.g., Unpaid, Processing, Paid).
• Select one or more verified, unpaid submissions.
• Click a button like Process Payment or Mark as Paid.
  • Process Payment: Might initiate an internal workflow or simply update the status to "Processing".
  • Mark as Paid: Updates the status to "Paid", often requiring confirmation or a transaction ID. [Screenshot: Payments Management table showing weekly submissions and status]

Bulk Actions

• You may be able to select multiple submissions (e.g., all verified submissions for a specific week) and process payments or mark them as paid in bulk.

Access Reports Section

Navigate to the Reports section using the sidebar menu ().

Understand Report Types

TechMax typically offers several report categories:

• Financial Reports: Focus on earnings, costs, and payments (e.g., Technician Earnings, Job Type Revenue).
• Performance Reports: Track technician productivity and job completion metrics.
• Area Analysis Reports: Provide insights into job distribution and costs per service area.
• Custom Reports: May allow building reports based on specific criteria. [Screenshot: Reports page showing different report categories/tabs]

Use Filters

Select filters to customize your report:

• Report Period: Choose a date range (e.g., This Month, Last Quarter, Custom Range).
• Area: Filter by specific service area(s).
• Technician: Filter by specific technician(s).

Generate and Download Reports

1. Select the desired report type and apply filters.
2. Click the Generate Report button.
3. The report data and visualizations (charts, tables) will be displayed.
4. Use the Export or Download options to save the report in formats like PDF, CSV, or XLSX. [Screenshot: Example report view with filters and export options]

Access Settings Section

Navigate to the Settings section using the sidebar menu (). Settings are usually organized into tabs.

Configure General Settings ()

• Workspace URL: Typically read-only, showing your company's unique TechMax URL slug.
• Default Timezone: Set the primary timezone for the system.
• Date Format: Choose the preferred date display format (e.g., MM/DD/YYYY).
• Currency: Select the default currency (e.g., USD, EUR).

Manage Company Information ()

• Update Company Name, Address, City, State, ZIP Code, Phone Number, and Website.
• Add a brief Description of the company.
• Manage the Company Logo (see next section).

Configure Notification Settings ()

• Enable/disable Email Notifications for events like job assignments or approvals.
• Enable/disable System Notifications (in-app alerts) for pending actions.
• Set the Notification Email address used for sending system emails.

Manage Appearance Settings ()

• Choose the application Theme (Light, Dark, System).
• Set the Primary Color for UI elements.
• Configure Logo Position in headers/reports.
• Enable/disable UI Animations.

Configure Security Settings ()

• Set the required Password Policy complexity (Basic, Medium, Strong).
• Define the Session Timeout duration (in minutes) for inactivity.
• Enable/disable mandatory Two-Factor Authentication for specific roles (e.g., Admins).
• Configure IP Restriction by listing allowed IP addresses for admin access.

Manage Database Settings () (Admin Only)

• View database connection details (Host, Name, Port, User - password usually masked).
• Configure Automatic Backups (Frequency, Retention period, Storage Location).

Save Changes

After making changes in any tab, click the Save Settings button at the bottom of that section.

Access Company Settings

Navigate to Settings > Company tab ().

Upload New Logo

1. Locate the Company Logo section.
2. Click the Upload New Logo button.
3. Select an image file from your computer (supported formats: PNG, JPG, SVG; max size: 2MB).
4. The logo will upload, and a preview will appear. The changes are usually saved automatically upon successful upload. [Screenshot: Company Settings tab showing the logo upload section]

Remove Existing Logo

1. If a logo is already uploaded, a preview will be shown.
2. Click the Remove Logo button next to the preview.
3. Confirm the removal. The logo will be deleted from the system.