All walkthroughs
Module 10 of 10 4 min walkthrough + 9s clip
Team & Workflow Management
Add teammates, set roles, and standardize how jobs run.
This module video is a 9-second highlight clip.
The full written walkthrough is below, and the longer full-demo MP4 is available if you want to upload the broader product tour to YouTube.
What it is
The Team area lets you invite office staff and field crew, assign roles (Admin, Project Manager, Field, Sub), and define the standard workflow for new jobs.
Why it matters
Operations don't scale on one person's memory. Roles and workflows make sure every job runs the same way no matter who's running it.
How to use it
- 1Open Settings → Team.
- 2Invite a teammate by email and pick their role.
- 3Open Settings → Workflows to define your standard project stages.
- 4Apply the workflow as the default for new projects.
Key actions & buttons
- Invite Teammate — email + role
- Roles — Admin, PM, Field, Sub
- Workflow Templates — apply on new project creation
Best practices
- Use Field role for crew who only need mobile access.
- Lock financial tabs to Admin and PM roles.
- Standardize one workflow before customizing per trade.