Inviting someone to your team
New crew members are added from Team → Members → Invite, and take effect as soon as they accept the email invite.
Choosing a role
Each invite is assigned a role that controls what they can see and do:
- Technician — sees only their own assigned jobs, can close out and invoice.
- Dispatcher — can view and assign jobs across the whole team, no billing access.
- Admin — full access, including billing settings and team management.
Setting a service area
If a technician only covers certain zip codes or job types, set that on their profile — the dispatch board will favor them automatically for matching jobs.
Removing access
Deactivating a team member immediately revokes their mobile app access while keeping their historical job records intact — nothing gets deleted.