How to use Pebble
Step by step help for your team and your service providers, with screens from a demo account.
Signing in to Pebble
Sign in with Microsoft, a password, or a one-time link.
A tour of the Home dashboard
What each part of the Home page shows and where it leads.
Setting up your locations
Add a location, its address, hours and the providers who cover it.
Inviting your team and setting permissions
Add people, pick their role and limit them to certain locations.
Opening a work order
The three steps to open a job and send it to a service provider.
Reporting a problem with a ticket or QR code
How anyone on your team reports a problem, and how a manager turns it into a work order.
What each work order status means
Every status a job goes through, and who moves it.
Quotes, invoices and your DNE
How quotes and invoices come in, and when they need approval.
Messages, @mentions and notifications
Talk to providers on the job and bring the right people in.
Adding a service provider
Add a provider, its trades and the area it covers, and invite it to the portal.
Tracking insurance, W-9s and rate cards
Keep each provider’s paperwork current and see what is missing at a glance.
How your providers use Pebble
What a provider sees: accepting work, setting the visit time, checking in, quotes and invoices.
Adding assets, warranties and QR labels
Track equipment by location and print a QR label for each unit.
Setting up a preventative maintenance program
Schedule recurring work by trade, asset and location.
Reading your reports
Open work, spend, on-time to site and work by location and trade.
Billing and your account
Who can see billing, and where to find invoices and receipts.