Team

Add team members, assign roles, and manage permissions.

Adding a team member

Go to Settings → Team → Invite Member. Enter their email address and select a role. They'll receive an invitation email with instructions to set up their account.

Roles and permissions

Owner: full access to all features including billing. Manager: access to all features except billing and team management. Technician: can view and update jobs assigned to them, cannot access financial data or settings.

Removing a team member

Go to Settings → Team. Click the three-dot menu next to the member's name and select Remove. Their access is revoked immediately. Any jobs assigned to them remain visible but unassigned.

Notifications for team members

Each team member can set their own notification preferences in Settings → Notifications. They can choose to receive alerts for new bookings, job assignments, and invoice payments.

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