Team
Your crew
Roles, invitations, and what each person on your crew can see and do.
Your whole crew can sign in at no extra cost, on every plan. Each person gets a role that decides what they can see and do.
Roles
| Role | What they can do | What they can't do |
|---|---|---|
| Team member | See the routes assigned to them, routes nobody is assigned to yet, and all of today's appointments. Open directions and mark each stop on the way, done, delayed or skipped. | See customers, messages or the schedule. |
| Schedule manager | Everything a team member can do, plus build routes, book appointments, manage customers and reply to customer messages. | Change the plan, texting or roles. |
| Owner | Everything, including the plan, billing, texting and roles. |
Invite someone
- Go to Crew and click Invite a team member.
- Type their email address and choose their role.
- Click Send invitation.
They get an email with a secure link and have 3 days to accept. After that, you can send a new invitation from the same page. Waiting invitations are counted at the top of the Crew page.
How your crew's updates reach customers
On the Crew page, the owner chooses what happens when the crew marks something:
- When a stop or visit is marked done: tell customers right away, or wait for the office.
- When the crew reports a problem (not done, partly done, running late): tell customers right away, or wait for the office.
- Let team members read messages from their customers: turn on to let team members see messages from the customers on their routes.
Where each person starts
Click Add start address next to a crew member to set where their day begins, for example their home. Routes assigned to them are sorted by driving order from there. Without one, routes are sorted from the business start address.
What team members see
Team members see a simple My work screen with their next route (Continue route), today's appointments, and where they start. The buttons are big and work with gloves on, with nothing to type between stops. To preview it, go to Schedule and click See today as your crew sees it.