Running Your Business

Invite a teammate

Send an email invitation and choose the person's initial role.

Owners and dispatchers can invite teammates. Only an owner can invite another owner.

  1. Open Settings, then Team.
  2. Enter the person's name and email.
  3. Choose Technician, Dispatcher, or Owner.
  4. Send the invitation.

The teammate receives one email link. New users create an account from that link; existing users sign in. Use Resend if it did not arrive or Correct email if the address was wrong.

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