TEAM MANAGEMENT
Organize employees, subcontractors, crews, schedules, permissions, and availability in one employee management platform built specifically for home service businesses. Whether you manage two technicians or multiple crews, Momentum scales with your business while keeping employee records, permissions, and scheduling organized.
Owners, dispatchers, technicians, office staff, and subcontractors all need different levels of access. Momentum gives every employee access only to the information they need based on their role. Assign permissions by responsibility, protect sensitive financial information, give technicians exactly what they need in the field, and restrict subcontractors to assigned work. Assign access by role and responsibility Limit sensitive financial and administrative information Give technicians the details they need in the field Restrict subcontractors to assigned work
Assign access by role and responsibility
Limit sensitive financial and administrative information
Give technicians the details they need in the field
Restrict subcontractors to assigned work
Set up each team member with the information, access, and responsibilities they need.
Add the team member
Create an employee or subcontractor profile with their contact details, job title, and employment information.
Assign their role
Choose the appropriate access level based on what the person needs to view or manage.
Set availability
Record working hours, active status, and whether the team member can be assigned scheduled work.
Assign work
Assign individual jobs or group technicians into crews for scheduling, routing, and reporting.
1Add the team member
Create an employee or subcontractor profile with their contact details, job title, and employment information.
2Assign their role
Choose the appropriate access level based on what the person needs to view or manage.
3Set availability
Record working hours, active status, and whether the team member can be assigned scheduled work.
4Assign work
Assign individual jobs or group technicians into crews for scheduling, routing, and reporting.
Once your workforce is organized, Momentum automatically connects employee records, permissions, scheduling, routing, and job assignments so your workforce management process stays organized from the office to the field.
Keep employee information, responsibilities, availability, and access organized as your service business grows.
Assign permissions that grow with your business—from a single office manager to multiple dispatchers and administrators.
Store employee records, contact information, job titles, hire dates, pay details, certifications, and employment history organized in one centralized employee management software platform.
Organize technicians into crews as your business grows from a single truck to multiple teams.
Simplify subcontractor management by giving outside crews access only to assigned work.
Track technician availability, working hours, and scheduling preferences to improve dispatching decisions.
Mark employees as active or inactive while preserving employment history and scheduled job records.
THE MOMENTUM DIFFERENCE
Whether you're hiring your third technician or your thirtieth, Momentum keeps employee records, permissions, crews, and scheduling organized without adding administrative overhead.
Explore connected features
Once your employees and crews are organized, use Momentum's employee scheduling software, routing, CRM, and technician app to keep every job moving.
Simplify employee management, organize crews, control permissions, and keep every technician connected and every job organized with one platform built for growing home service businesses.
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