User Management

Understand user roles, permissions, and how to manage your team.

User Roles Explained

Owner:

• Full access to all features
• Can manage billing and subscription
• Can delete the account
• Can assign/remove other owners
• Only owners can access Settings → Billing

Manager:

• Can create, edit, and send estimates
• Can manage customers and jobs
• Can view all team members' work
• Can invite and manage Technicians
• Cannot access billing or delete account

Technician:

• Can only see jobs assigned to them
• Can update job status and add notes
• Can view customer contact info for their jobs
• Cannot create estimates or see pricing
• Cannot view other team members' schedules

What Each Role Can See

Inviting Team Members

1. Go to Settings → Team
2. Click "Invite User"
3. Enter their email and select role
4. Optionally set their default schedule (for technicians)
5. They receive an email with a link to set their password

Invitations expire after 7 days. You can resend if needed.

Deactivating vs. Deleting Users

Deactivate:

• User can no longer log in
• Their data and history are preserved
• Jobs assigned to them remain
• Can be reactivated later

Delete:

• User is permanently removed
• Jobs are reassigned to "Unassigned"
• Activity history shows "[Deleted User]"
• Cannot be undone

User Limits by Plan

• Starter - 1 user (owner only)
• Professional - Up to 5 users
• Enterprise - Unlimited users

Deactivated users don't count toward your limit.