Getting started

Invite your team

Add technicians, leads, and office staff with the right roles.

Audience: Admin

Demo video

Video coming soon

We are recording a walkthrough of Invite your team. Check back here — the same clip will ship to social later.

Screenshots

Primary screen for this feature
Detail / result view
Mobile / Field app view

How to use it

  1. Open Settings → Team (or Users).
  2. Click Invite and enter emails.
  3. Assign a role: technician, lead/reviewer, or admin.
  4. Teammates accept the invite and sign in on web or the Field app.

Tips

  • Start with two techs on Free; upgrade to Pro for unlimited seats at a flat price.
  • Leads need review permissions before they can sign off reports.
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