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Adding & Inviting Users to Allison

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Written by Blake Wood
Updated over 2 months ago

FAQs for Cleaning Techs


Can Cleaning Techs see Customer contact information?

No — the customer phone number and email address is not visible within the Cleaning Technician experience within Allison. Only Notes, Entry Codes, and Directions are available

Can Cleaning Techs send “On My Way” text?

Not yet, but this is on our roadmap!

What screens do Cleaning Techs have access to in Allison?

Cleaning Techs have access to their jobs on the Today Screen and the Upcoming Screen. Cleaning Techs do not have access to the Now Screen, Reports, or Company Settings.

What if my Cleaning Tech needs to change their schedule?

Cleaning Techs will need to reach out to their manager who has edit rights within the user profile settings to update their general availability. Note: We will be making updates so that Cleaning Techs can adjust their schedule themselves in the future.

Are Cleaning Techs able to add/edit notes in Allison?

No, only owners, managers, and assistants can make changes to notes within Allison


Bringing on new team members? Here’s how to quickly add employees to your Allison account and invite them to start using the platform:

1. Navigate to the Employees Page

  • Click on the top-right menu of your Allison dashboard.

  • Select Employees from the dropdown.

Here, you'll see your current team roster—including active and deactivated employees.

2. Click “Add Employee”

  • Look for the Add Employee button at the top of the page and click it. This opens the employee details form.

3. Fill Out Employee Details

You’ll enter:

  • Name

  • Email

  • Phone number

  • Address

  • Position (Owner, Manager, Assistant, Cleaning Technician, Sales Associate)

🔒 Want to add an emergency contact? Just click “Add Emergency Contact.”

4. Assign Roles and Responsibilities

You can assign multiple roles (e.g., a manager who also cleans). If you select Cleaning Technician, you’ll be prompted to fill in:

  • Title (or choose “Not Applicable”)

  • Start Date

  • Pay Structure (Hourly, Percentage, or By Day)

  • Tip Eligibility

  • Availability

5. Set Employee Availability

Use the drag-and-drop calendar to define when the employee is available in 30-minute blocks. For example:

  • Monday: 7:30 AM – 5:00 PM

  • Tuesday – Thursday: 8:00 AM – 5:00 PM

  • Friday: 12:00 PM – 5:00 PM

Allison automatically calculates their weekly capacity based on these selections.

Note: Currently employee availability is an admin function only. In the future, cleaners will be able to set their own availability schedules.

6. Finalize and Add the Employee

Click Add Employee to save. Their profile will appear at the top of your employee list.

7. Invite Them to Join Allison

Once added:

  • Click the Invite to Allison button.

  • The employee will receive an email with a link to set up their password and log in using the email you provided.


And that’s it! You’ve successfully added and invited a new team member.


Notice: In Allison, the term ‘Employee’ is used broadly to mean any user you add to Allison (such as cleaners, contractors, admins, managers, etc.) and does not indicate or create a legal employment relationship.

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