Invite your team and choose roles

Roles

Office is for the people who answer the phone: they look up or add customers and give phone quotes on the office web page (any computer, Mac or PC), with the same rates as the app.

Techs can scan rooms, count seating, take photos and add notes. They see your rates and each customer's estimate prices (view only), set rug prices, and change the price on jobs that allow it (see Price changes on site). They can't change rates or estimates, and they can't delete scans, photos, floor plans or stairs (an estimator or higher can).

Techs See Prices (Settings → Team, app or web) is on unless you turn it off. Off: techs see no prices anywhere.

Field Tech (needs a Field Seat): everything a tech has, plus residential estimates. They add residential customers, build estimates, save them for later, and send proposals. They can't make commercial estimates and don't get the sales pipeline. Field Seats are an add-on in Plan & Billing on the office web page. Past the seats you have, someone invited as a Field Tech joins as a Tech until you add a seat. They get a Jobs tab with the crew job sheet for each accepted job.

Invite someone

1. Go to Settings → Team → Invite Teammate.
2. Enter their email address and pick a role.
3. They install the app, create an account with that same email, verify it, and tap Join on the Welcome screen.

Change or remove

• Tap a member's role to change it.
• Swipe left on a member to remove them. They lose access right away; the customers, scans and photos they added stay with the company.
• Cancel a pending invite under Pending Invites.

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