Inviting a team member takes about 30 seconds. They get an email, set a password, and they're in.

Invite by email

  1. Settings → Team → + Invite.
  2. Enter their email and full name.
  3. Pick a role (see below).
  4. (Optional) Set default skills, service areas, default schedule.
  5. Click Send invite.

Invite team member

Invite team member popup

The new user gets an email with a 7-day invite link.

Roles

RoleAccess
OwnerFull access including billing. Usually one person.
AdminFull access except billing. Common for ops managers.
StaffOffice/dispatch work. Can't change account settings.
Field techOnly sees assigned jobs, the schedule, photos, signatures, payments.

You can customize each role's permissions under Settings → Roles. See Customizing team roles and permissions.

Bulk invite

For onboarding a whole shop:

  1. Settings → Team → Bulk invite.
  2. Paste a CSV (email, name, role, skills).
  3. Send.

Each user gets their own invite email.

Resending an invite

If the user lost the email or the link expired:

  1. Settings → Team → find the pending invite.
  2. ⋯ → Resend.

Tracking active vs invited

The team page shows:

StatusMeaning
ActiveThey signed in.
InvitedInvite sent, not signed in.
DisabledAccess revoked.