Adding people to your team

Open the menu under your name and choose Team. Owners add and remove people; managers can see the list.

Adding someone

Under Add someone, enter their name and email and choose what they can do:

• Manager: everything but the team and billing: estimates, jobs, reports, and company settings.
• Estimator: builds and prints estimates. Can't see jobs, reports, or company settings.
• Owner: everything, including the team. Price increases are approved by your billing contact.

They get an email with a link to create their password. If it doesn't arrive, choose Get a link and text it to them. Links work for 7 days; Email a new link sends a fresh one.

What it costs, and who approves it

Your plan covers 3 people who log in. Painters don't need a login, so they never count. Each extra person is $10 a month. People with a waiting invitation count too, so the price you see is the price once they join.

Anything that raises the price needs a firm yes from your billing contact: the owner who set up payment (at first, the company's first owner). They tick a box that says exactly what they're authorizing and enter their password.

• If you're the billing contact, you do that right on the Team page, and the invitation goes out.
• If you're another owner, the request goes to the billing contact by email and waits on their Billing page. Nothing is charged and no invitation goes out until they approve it. They can also decline it.

The billing contact can hand billing to another owner from the Billing page. They can't be removed or made a manager until they do.

Changing or removing someone

Choose a new role from the list next to their name, or Remove them. They lose access right away, and your bill goes down if you were over 3 people. Your team always needs at least one owner, and your billing contact stays an owner until they hand billing over.