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Service Center • ORG-XXXXX

Team Members
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Pending Verifications
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Jobs This Month
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Performance
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Built for shops, dealer groups, and training teams that need an immediate read on how every job is progressing.

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Request a new organization or join one with an invite code to see team insights and verification queues here.

Need manager approval? Ask your organization owner to upgrade you, or submit a workspace request below for admin review.

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Job Verification

Verify or reject completed jobs from your team

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Urgent (3+ days)
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Approved Today
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Pending Verifications

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Team Management

Manage your team members and view their performance

Total Members
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Active
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Pending Invites
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Team Members

Click any member to view their individual performance and job log

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Member Name

email@example.com

Total Jobs
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Total Revenue
$--
Avg Efficiency
--%
Unverified Jobs
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Job Log

Select a member to view their jobs
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Team Analytics

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Technician Analytics

Individual performance insights and job tracking by technician

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Gathering performance data

Team Performance

Click any technician to view their jobs

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Technician Jobs Efficiency Earnings Score

Tech Insights

AI-powered patterns and recommendations per technician

Selected:
None

Select a technician to view insights.

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Skill Level
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Consistency
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Efficiency Trend
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Top Categories
Key Insights
Recommendations

Jobs for —

Click any job to view full details

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No Technician Selected

Choose a technician from the left to view their job history

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Job Name Date Amount Efficiency Status
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Team Skills Matrix

Visualize technician proficiency across key service categories. This matrix can be automatically populated by Gear.js.ai based on job history analysis to identify strengths and skill gaps.

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Coaching

Select a technician to build a one-on-one plan.

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No technician performance data is available yet. Ask your team to share jobs so we can surface coaching insights.

Recent Reports

Saved coaching sessions

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Weekly 1:1 Packet

Performance trends, wins, and focus areas.

Select a technician
Efficiency
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Jobs Completed
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Beat Clock %
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Earnings
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Pick a technician on the left to generate an AI summary.
Generating coaching summary…

1:1 Agenda Builder

Suggested talking points, questions, and commitments.

Select a technician
Agenda suggestions will appear here once a technician is selected.
Building agenda outline…

Training & Content

Practice drills, follow-ups, and curated videos.

Select a technician
We will surface targeted YouTube videos and next steps after you pick a technician.
Gathering training resources…

Recent Jobs

Most recent shared jobs for the selected technician.

Select a technician
Pick a technician on the left to view their recent jobs.
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Organization Settings

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Review Verification

Technician
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Jobs
0
Total Amount
$0
Average Efficiency
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Selection
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Time in Queue
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Description
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Jobs in Request
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The technician needs to share their job logs with this organization first.

Invite Team Members

How it works:

  • We'll send an email invitation to this address
  • If they have an existing FlatRate Pro account, they can link it
  • If they're new, they can create an account and join your team

Organization Members

— members
Name Email Role Jobs Efficiency Actions

Organization Settings

Goals Presets
KPI Thresholds
Productivity (%)
Proficiency (%)
Pay Schedule (optional)

Share Your Logs with This Organization

Enabling sharing allows this organization to view your shared job logs for performance tracking and verification. You can turn this off anytime.

  • New jobs you share will appear under the organization.
  • Your name and email will be visible to the organization.
  • This does not grant access to your private data outside shared logs.
You can stop sharing at any time by toggling off “Share my logs.”

Organization Sharing

Control how your job logs are shared with this organization.

Sharing status

Not sharing

Your job logs are private to you.

Shared jobs

0

Last shared

Never

Sharing level

Team

You keep full ownership of your job logs. Turning off sharing stops new logs and you can remove previously shared jobs anytime.

Sharing History

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Welcome to Organization Sharing! 🏢

Let's get you connected in 3 easy steps

Step 1 of 3 Enter Organization Code

Enter Your Organization Code

Ask your manager or shop owner for the 6-character organization ID

Organization Found!

💡 Tip: The organization code is usually provided by email or during onboarding

Enable Job Sharing

Share your job performance with

What will be shared?

✅ Shared:

  • • Job names and dates
  • • Book and actual hours
  • • Efficiency metrics
  • • Earnings amounts
  • • Your name and email

❌ NOT Shared:

  • • Customer names
  • • Contact information
  • • Payment methods
  • • Private notes (optional)
  • • Bank details

Your Privacy & Control:

  • • You own your data - we only create a copy
  • • Unshare anytime with one click
  • • Organizations can't edit your jobs
  • • Full audit log of what's shared

You're All Set! 🎉

Would you like to share your existing jobs now?

Quick Start Options:

💡 You can change these settings anytime in your organization dashboard

Job Details

Job Name

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Technician

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Date

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Shop

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Vehicle

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Book Hours

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Actual Hours

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Efficiency

--%

Earnings

$--

Additional Information

Category

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Status

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Verified

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Shared On

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Description & Notes

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