Adding Staff Members

Step by step

1. 1

   Open Team → Add team member

   The Team page shows everyone with their role, contact details and status.

2. 2

   Add their details

   Name, email and role are required. Roles cover Admin, Technician, Apprentice, Subcontractor and Office.

3. 3

   Set an hourly rate

   Used for costing and timesheets — you can update it anytime.

4. 4

   Give them a sign-in

   Set a password and your staff member can sign in to see their own schedule and jobs.

5. 5

   Assign them work

   New staff appear in the Assign staff list on every job. Tick them on a job and it lands on their schedule.