Invite your team

When you publish a plan, everyone in it can get an email invitation. New people use the link to set up their account; people who already have one get a link straight to their new plan and a push notification in the app.

How it works

• Choose “Invite Employees” when you publish to send invites right away.
• Resend invitations or copy a sign-in link from the People page.
• Technicians sign in on the mobile app or on the web.
• Add a phone number to someone's profile so they can sign in with a text code.

Related

• Participants and visibility — Control who's in a plan and who sees it.
• Signing in — Email, a text code, or Face ID.
• People — Add, edit and invite your team.