Invite your team

Everyone on your team should have their own login. That way the schedule, notes and payments show who did what, and each person sees only what their role allows. Owners and admins can invite people.

#Send an invite

1. Go to Settings → Users & roles.
2. Under Invite someone, enter Name, Email and Mobile phone.
3. Pick a Role. It starts on Technician.
4. Click Send invite.

The person gets an email from Homeforce with a link to the login page and their email filled in. They sign in with Email me a sign-in link (no password needed), or set a password later with Forgot password?. Techs also get the address of the field app.

#Techs and your plan

Office staff are always free. Field techs count toward your plan's tech limit. During the free trial there's no cap. On a paid plan, if you're at the limit, inviting another technician asks you to upgrade first. See Plan and billing.

#After they join

• New technicians, sales reps and project managers show up on the dispatch board automatically. Set their color, skills and where their day starts in Techs, crews and subcontractors.
• Techs work from the field app. See Get the mobile app.
• The team list shows when each person last signed in, or "never signed in".

#Which role to pick

Who	Role
Office manager or GM	Admin
CSR or dispatcher	Dispatcher / CSR
Comfort advisor or estimator	Sales / Comfort Advisor
Project manager	Project Manager
Bookkeeper	Accounting
Field tech	Technician
Outside crew	Subcontractor

See Roles at a glance for what each one can do, and Users and permissions to change roles or deactivate someone.