How do I add team members?

Team members are available on the Business and Scale subscription tiers. Business includes up to 5; Scale is unlimited.

How to add a team member

1. Go to More → Team → Team Members in the mobile app (or the same path on web).
2. Click Invite team member.
3. Enter their name, email, and pick a role:
   • Owner: full access (you, the account holder). Only one owner.
   • Admin: can do everything except billing and deleting the company.
   • Operative: can use the app to track time, expenses, photos, mileage on jobs they are assigned to. Cannot see other operatives' data, finances, or the full client list.
   • Office: can do back-office work (invoices, quotes, scheduling) but does not appear on field-team rosters.
4. They get an email invitation. Once they accept and sign up, they appear in your team list.

Crews

If you have more than 3-4 operatives, group them into crews (Team → Crews). Crews are useful for:

• Assigning a whole crew to a job
• Seeing crew-level availability in the team calendar
• Crew-level performance metrics

Removing or deactivating

You can deactivate a team member temporarily (e.g. while they are on long leave) without deleting their history. Their time-tracking and expenses stay on the jobs they worked on. Full removal is via Settings; we recommend deactivating first and removing later once you are sure.

What team members can see

• Operatives see only their own data and the jobs they are assigned to.
• Admins see everything.
• Office staff see office-related data (invoices, quotes, customer details) but not personal mileage / expenses of operatives unless they're an admin.

Sub-contractors

Sub-contractors who work for you occasionally do not need to be team members. Add them as suppliers (Job Tools → Suppliers). You can still attach their invoices and pay them via Stripe Connect without giving them dashboard access.