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Add team members, assign roles, and manage permissions.

Team Management

If you've got a team, TechsBox lets you add them to your shop with appropriate roles and permissions.

Adding Team Members

  1. Go to Settings → Users
  2. Click Invite
  3. Enter their email address
  4. Select their role
  5. Send the invite

They'll receive an email with a link to join your shop.

Roles & Permissions

TechsBox has four built-in roles:

RoleWhat They Can Do
OwnerEverything, including billing and shop settings.
AdminManage jobs, customers, invoices, and team members. Can't change billing or shop settings.
TechnicianWork jobs: edit them, change their status, and add notes. Can't manage team members, billing, or shop settings.
Front DeskCheck in customers and create jobs. Can't edit jobs or change their status.
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Every shop has one Owner. The Owner role cannot be reassigned without contacting support.

Technician Profiles

Each team member has a profile page showing:

  • Job Statistics: total, completed, in progress, and scheduled jobs
  • Assigned Jobs: their current workload
  • Hourly Rate: used to calculate labor cost in Time Tracking

View all technicians from the Techs page in the sidebar.

Time Tracking

TechsBox has a punch clock. Team members clock in and out, and you review their hours and labor cost on the Time Tracking page. Time is tracked per shift, not per job. See Time Tracking.

Removing a Team Member

  1. Go to Settings → Users
  2. Find the user
  3. Click Deactivate
  4. Confirm

They'll lose access. Their historical job assignments and time entries are preserved.