Invite your crew and use the field app

Invite a teammate

1. Open Team from the sidebar.
2. Choose Invite.
3. Enter their email under Invite by email and pick a Role.
4. Choose Send invite. They get an email with a link to join your business.

Pick the right role

Technician is for the crew in the field. Technicians see the visits they are on, with the address, checklist, notes and photos. They don't see invoices, reports or your settings.

Admin is for the office. Admins run customers, quotes, the schedule and invoices, but only the owner manages the plan and billing and connects payments.

Invites that haven't been accepted yet stay listed on the Team page until they are.

The field app

Technicians sign in on their phone at the same address as the office and land on My visits, starting with Today.

1. Open a visit to see the address, the work and its checklist.
2. When the on-my-way email is turned on in Settings, Communications, On my way lets the customer know the crew is coming.
3. Choose Arrived on site. That starts the visit.
4. Tick the checklist, add photos and notes as the work goes.
5. Choose Complete visit when done. The visit then shows as done on your schedule, ready to invoice.