How To Delete a Coolfront User

Hello, Welcome, What’s Up?

You’re here because you’re looking for information about flat rate pricing and ideas on how to take your service business to the next level. Good news is that’s exactly what the Coolfront blog is designed to do.

No sales pitches. No gimmicks. No jargon. Just HVAC industry news, tips, and insights from a team of people who get the biz, so you can stay at the top of your game. Because we’re your sidekick for success – and that’s what sidekicks do.  Take a look around & stay awhile!

Start Exploring

Search the blog

    By Judy Hull

    Judy

    So one of your employees has left you and they are still in your Coolfront Mobile App.  Have no fear, they will not have access to your app as long as you take the proper steps to delete them from your Coolfront Mobile account.

    The first thing you will want to check is your employee’s device to make sure that there is nothing pending a sync to the Coolfront app.  If the device is offline it will store your work orders on the device until an internet connection has been reestablished.

     

    pasted image 0

    Once you know that all work orders are showing up for all the folks in the office you can delete the users.  

    Note, past work orders for the user you are deleting will remain in your Archive with the techs name.  The color code however will not be on the deleted user's work orders.

     

    pasted image 0 (1)

     

    pasted image 0 (2)

    You will still have the ability to filter for the deleted employee in your Work Orders and your Archive.  But let's say that you want the color code to stay in place. If you want to see that color coding simply have any Admin change either the password or log in email.  This way the user that is no longer with your company can no longer log into use your Coolfront Mobile App.  As always we are available to help you--just chat or call! 

     

    GO MOBILE TODAY »

    More Posts Like This: