Invite team members & set roles
Bring your whole crew in at one flat price and decide who sees what.
Invite by email
- Open Settings → Team.
- Enter a teammate's email, pick a role, and tap Send invite.
- They get an email with a one-click link to join your company.
- Each person can only belong to one company at a time — no shuffling between accounts.
What each role can do
- Owner — full access. Manages billing, wages, payroll, time-off approvals, team, and every job.
- Primary planner — schedules, assigns milestones, quotes, invoices, and manages jobs. Cannot edit wages or approve time entries.
- Field service — sees only jobs shared with them. Financial info (invoices, quotes totals, payroll) is hidden automatically.
Share a specific job with someone
Open a job → Team panel → add teammates. Field-service members only see jobs shared with them. Primary planners and owners see everything.
Only the owner or current primary planner can transfer the primary-planner role on a job.