Inviting team members and assigning permissions

Open the Team page from the app menu.

Tap Invite an employee and enter their name and email address.

Choose their role: office, sales, repair, or subcontractor. The role controls what they see and can do.

Send the invite. Your teammate receives an email with a link to join the company workspace.

Fine-tune what each role can reach in Settings — for example, whether salespeople can create estimates, or repair staff can see prices.