Invite your team

Everyone who signs in needs a seat, whether they are in the office or in a van.

Adding someone

Go to Settings → Team and invite by email address. They receive a link to set their own password; you never type a password on their behalf.

Choosing a role

The role decides what someone can reach, and it matters more than it looks:

• Technician — fills in forms and sees the jobs assigned to them. This is

the right role for most of a crew.

• Manager — everything a technician can do, plus dispatch, approvals and

the records other people submitted.

• Admin — the above plus billing, team management and settings.

Give people the narrowest role that lets them do their job. You can change it later, and changing it takes effect the next time they load the app.

What a seat costs

Seats are what you pay for. There is no seat minimum — one person is a plan — see Seats and plans. During the trial you can invite as many people as you like.

If an invite does not arrive

Ask them to check spam first. If it is genuinely missing, re-send it from the same screen — the old link stops working when a new one is issued.