Invite your team with the right access
Invite estimators, office staff and crew members by email and give each one a role that fits their job.
Everyone gets their own sign in, so every estimate shows who built it, who sent it and who changed it.
Roles
- Owner and Admin manage the company and the team.
- Staff build estimates and manage customers.
- Field and Viewer are limited roles for crew members.
Invite from Settings, Team. You also choose how long each person stays signed in.