Manage your team members, roles, and technician profiles.
Technicians
The Techs page is where you manage everyone on your team: owners, admins, technicians, and front desk staff. View the full roster, invite new members, and drill into individual profiles.
Access it from Techs in the sidebar.
Team Roster
The main view is a searchable table showing all team members:
- Name: click to view the tech's detail page
- Role: Owner, Admin, Tech, or Front Desk
- Status: Active or Inactive
- Joined: when they were added
Filter by Role or Status using the dropdown filters above the table.
Roles
| Role | Access |
|---|---|
| Owner | Full access to everything including billing and settings |
| Admin | Full access except billing and ownership transfer |
| Tech | Can view and work on assigned jobs, clock in/out |
| Front Desk | Can create jobs, manage customers, handle intake |
Inviting a Team Member
- Click Invite Tech
- Enter their email address (required)
- Optionally add their first and last name
- Select a role (Tech, Front Desk, or Admin)
- Click Send Invite
They'll receive a magic link email to join your shop.
Tech Detail Page
Click any team member's name to open their profile, which shows:
- Contact info: name, email
- Role and status: with edit capability
- Hourly rate: for time tracking and labor cost calculations
- Join date
- Job statistics: total, completed, in progress, and scheduled jobs
- Assigned jobs table: all jobs assigned to this tech, searchable and filterable
Editing a Team Member
From the detail page, click Edit to change:
- Name
- Role
- Hourly rate
Deactivating & Reactivating
- Click Deactivate to remove a team member's access without deleting their records
- Click Reactivate to restore access
ℹ️
Deactivating is better than deleting: it preserves the tech's job history and time entries while preventing them from logging in.
Stats
At the top of the roster, four summary cards show:
- Members: total team size
- Techs: number in the Tech role
- Admins: number of Admins and Owners
- Active: percentage of active members