Documentation
Team & roles
Adding people to your business and controlling exactly what each of them sees.
Roles
- Admin — full run of the business: pricing, billing, settings, everyone's work.
- Technician — the day-to-day working view: their jobs, their route, and whichever sections you allow.
Inviting someone
- Go to Settings → Team / Users. The header shows how many seats you're using.
- Tap Invite.
- Enter their Full Name, Email, and Role. The invite is locked to that email address — they can't sign up with a different one.
- Tap Send Invite.
They appear under Pending Invites with an expiry, and you can Resend or Revoke at any time. Your plan includes 2 seats; when you're at the limit you're offered an extra paid seat before you can invite anyone else, at a monthly rate shown before you confirm.
Controlling what each person sees
Tap the sliders icon next to a team member to open their permissions:
- Pages — a switch for each section of the app, with All and None shortcuts. This is how you give a technician the schedule and jobs while keeping reports, pricing, and billing out of sight.
- Customer Chat — whether they can open customer conversations and get message alerts.
- Notifications — a master switch, then individual categories.
- Can perform jobs — whether appointments can be assigned to them.
Tap the pencil to change someone's role, or the trash icon to remove them.
What technicians can change themselves
A technician has Profile → My Sections, where they can hide sections they don't use to keep their menu tidy. They can only turn on what an admin has already allowed — anything you've switched off shows as locked on their side.
Good to know
- Permission changes take effect the next time that person loads the app.
- Removing someone doesn't delete their work — jobs, notes, and messages stay on the record.
- Reminders can be assigned to several people at once; everyone assigned gets notified.