Adding Team Members

Invite your team so they can access schedules, complete visits, and more.

Inviting a Team Member

1. Go to Settings → Team
2. Click + Invite Member
3. Enter their email address
4. Select their role
5. Click Send Invite

Invitation Process

1. Team member receives an email invitation
2. They click the link to accept
3. They create their password
4. They can now log in

TIP

Invitations expire after 7 days. Resend if needed.

Setting Permissions

When inviting, choose their role:

• Admin - Full access, manage team
• Office - Quotes, jobs, clients, scheduling
• Field - View assigned work, complete visits

See Roles & Permissions for details.

Managing Team Members

Edit a Member

1. Go to Settings → Team
2. Click on the team member
3. Update their details or role
4. Save

Remove a Member

1. Go to Settings → Team
2. Click on the team member
3. Click Remove from Team
4. Confirm

WARNING

Removing a team member revokes their access immediately. Their historical data (completed visits, etc.) is preserved.