Guidelines for Adding SP Users

Whether adding an onstaff technician or an outside vendor, this article should help you understand what information is required when filling out the “New Service Professional” form.

Here are some general guidelines on what data to provide when filling out the “New Service Professional” form in the ServusConnect Web App. (Step-by-Step instructions for adding a SP user)

On-Staff Maintenance Technicians

• Name = the person you call/email/text to order services (Sally Smith).
• Organization Name = if you know the Org name of your onstaff technicians feel free to add it (ie., Pines Apartment Maintenance Team), otherwise this is an optional field
• Email = this email is used for the user to log into the ServusConnect Technician App. If your company issues email addresses for new employees, enter it here. If your company does not issue email addresses for this type of employee, then create a fake email they can use to log in. (The typical schema is first-initial, last-name@yourcompanydomain; ie, ssmith@apartmentcompany.com)
• Phone = the mobile phone number of the technician (should be the phone # of the device they are using the ServusConnect Technician App on).
• Address, City, State = not applicable

Vendors:

• Name = the person you call/email/text to order services (Sally Smith).
• Organization Name = name of their company (Smith Cleaning, LLC).
• Email = the primary email that orders and general communication go to (this could be their personal email or a generic ordering email like orders@smithcleaning.biz).
• Phone = the number you call when you need something from this vendor (this could be a personal mobile phone number or main number of the business).
• Address, City, State = business address of the vendor that you would send mail correspondence to.