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How to Manage or Add Fleet Users

Add employees to your Lula account, pick the right fleet role, submit background checks, and manage your fleet.

Written by Katherine Hart

If you have employees, add them to your account as fleet members. Every person who works on a Lula job must be registered on your fleet. Lula does not allow unregistered subcontractors.

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đŸ‘„ Fleet Roles

  • Fleet Manager

    • Full access. Receives all job requests and job notifications, sees pricing, claims jobs, and assigns them to coordinators, fleet users, or themselves. A good fit for an office manager or business partner.

  • Field Coordinator

    • Uses the Lula Pro app and receives jobs assigned by a Fleet Manager. Can do those jobs themselves or reassign them to Fleet Users, and can monitor the jobs they assign. Can't see incoming job requests.

  • Fleet User

    • The most limited role. Only works the jobs assigned to them by a Fleet Manager or Field Coordinator. Doesn't see pricing, doesn't receive job notifications, and can't reassign jobs. A good fit for a technician.

You can review these anytime by clicking Learn more about roles on the Fleet page.

➕ How to Add a Fleet Member

  1. In your provider dashboard, click Settings on the left side, then click Fleet.

  2. Click + Add Fleet User.

  3. Select the role: Fleet Manager, Field Coordinator, or Fleet User.

  4. Answer "Works in Field?"

    • Yes: anyone who will go to a Lula job needs a background check on file before they can be assigned work.

    • No: office managers and schedulers who never go on-site don't need a background check.

  5. Enter their account information: first and last name, phone number, and email address.

  6. Choose notification settings: Email, SMS, and/or Push Alerts.

  7. Click Continue to Background Check (field workers) or Add Fleet User (non-field roles).

Once they're added, your employee gets a text message with a link to download the Lula Pro app, plus the username and password you created for them.

🔍 Submitting the Background Check

  1. Personal Information: enter their birthday, Social Security number, and ZIP code. This information is only used to complete the background check.

  2. Disclosure: scroll through A Summary of Your Rights Under the Fair Credit Reporting Act. This is not a credit check. It's a notice you're required to review.

  3. Check the box to acknowledge you've read it, then click Next to submit the check.

  • Background check fee: $45 per person, one time, deducted from your first job payout. See Types of Fees

  • Run your own background checks? Email pro@lula.life so we can verify them.

đŸ€© Bonus Tip: Don't see Fleet under Settings? Email pro@lula.life and we'll turn on fleet management for your account.

đŸ› ïž Managing Your Fleet

  • Check status: the Manage Fleet page lists every fleet member with their role, status (for example, Pending Login), and created date. You can also see any pending background checks here.

  • Make changes: use the edit (pencil) icon to update a member's account, or the trash icon to remove them.

  • Search and filter: search by name or filter by role type to find someone quickly.


Other Resources

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