Invite a technician

Technicians get their own login, scoped to their work: their schedule, job details, and check-in. They don't see billing or company-wide settings.

Steps

1. Go to Team and choose Invite.
2. Enter the person's name and email.
3. Give them the technician role.
4. Send the invite.

They'll get an email to accept and set a password. Once they're in, assign them visits and they'll see their day, job addresses, and any notes you've added.

What they can and can't see

Technicians see the jobs assigned to them and can check in and out on site. They can't see billing, pricing settings, or the rest of the company's data.