Invite a technician
Updated August 9, 2026 · 1 walkthrough
Invites go out by email. The technician sets their own password, and lands straight on their own day — they never see your dashboard, your revenue or anyone else's jobs.
Invite a technician
0:22On a computer
- Your crew lives on the Team page
- The Team page: crew stats, unassigned work, and every technician
- Invite someone new
- The invite form opens, showing 2 of 5 technician seats in use
- Their work email is all that's required
- With the address in, a preview of the email he'll receive appears and Send Invitation lights up
- Add a name and the email greets them by it
- The preview now opens with "Hi Luis Romero,"
- …and a phone for day-of dispatch
- The number formats itself as (478) 780-5896 — and below it, a registration link that's good for seven days
- Send it
- Sent — "Invitation email sent to [email protected]"
- The seat is held until he accepts
Recorded August 2026
Skills decide what they can be assigned
Skills are how auto-assign knows who can take which job. A technician with no skills set can still be assigned by hand, but auto-assign will route around them — so if someone is being mysteriously skipped, this is the first place to look.
Revoking an invite
Sent one to the wrong address? Revoke it. The link stops working immediately and the seat it was holding is freed.
A pending invite occupies a technician seat from the moment you send it. If you are at your plan limit and someone never accepted, revoking their invite is the fastest way to make room — see plans and seats.
More in Your team
Still have questions?