How to add technicians and team members

Team members get their own login with a mobile-friendly technician dashboard — jobs, navigation, checklists, photos, and sign-offs.

Steps

1. Go to Team and click Add team member.
2. Enter their name, email, phone, role (tech, lead tech, dispatcher, bookkeeper), and skills.
3. Set compensation (hourly, commission, or both) if you want payroll estimates.
4. Click Invite — they get an email to create their login.

How it works

Roles control what each person sees: techs get the field dashboard (their jobs, clock-in/out, expense logging, completion proof); bookkeepers get the accounting surfaces; dispatchers can manage the schedule. Owners see everything.

Tips

• Add a photo for each tech — it shows on the "tech on the way" text customers receive.
• Per-tech permissions (view pricing, edit schedule) are on each team member's editor.