Add a technician or an office user

Add someone

1. In the menu, click Staff.
2. Under Add a staff member, enter their Name and, to give them a login, their Email.
3. Under What will they do?, pick Visits in the field (a technician), Office work, or Run the business with you (a second owner).
4. Click Send invite. They get an email with an Accept the invite button and how to put the app on their phone.

No email yet? Click Add instead. They can be assigned visits now, and you can click Invite to log in on their row later.

What each person sees

• Technicians: My day (their visits), Customers (read only) and their own settings. They start and complete visits and fill in chemical records from their phone.
• Office users: the calendar, customers, leads, estimates, agreements, plans, routes, reports and invoices (view, create and send). Marking an invoice paid, analytics, staff and billing stay with the owner.
• Owners: everything, including billing, prices and staff.

How many you can add

Technicians count toward your plan: Solo includes 1, Pro up to 5, Crew up to 10. Office users are free, as many as you like. To remove someone, click Remove on their row.