Team plan & roles

Invite people, choose what each role sees and add places.

• What the Team plan includes Team gives the whole business everything in Pro Plus, with 3 people included, their…
• Invite people to your team Invite office staff, estimators, sales and installers by email or with a link, and…
• Roles: what each person can see and do Owner, Office, Estimator, Sales and Installer: what each role sees, what it can't, and…
• Add places for more people Team includes 3 people. Add an office place or an installer place for each…
• Installers and estimators: invoice the business Self-employed installers and estimators invoice the business from their finished jobs, and the office…
• Work for more than one business, or leave one Switch between the businesses you work for, see all your bookings on one calendar,…