For Everyone
Your account, login & password
Sign in, reset a forgotten password, accept a team invite, and manage your profile.
Your account is your personal login — separate from any one workspace. You can belong to several workspaces with the same login, and what you can do inside each one depends on the role you've been given there.
Signing in and out
Sign in with your email and password. If you belong to more than one workspace, you land in whichever one was active last time and can switch from the workspace switcher. You can sign out from the menu in the office shell or the technician app at any time.
Note — For security, repeated failed sign-in attempts on the same email (or from the same device) are temporarily blocked. If you see "Invalid email or password" and you're sure it's right, wait a few minutes and try again rather than retrying immediately.
Resetting a forgotten password
- 1
Start the reset
On the login page, click "Forgot password" and enter your email.
- 2
Check your email
You'll get a link to a one-time reset page. It expires after a while, so use it soon after it arrives.
- 3
Set a new password
Choose a new password and you're signed in. Any other devices you were logged in on are signed out for security.
Joining a workspace by invite
If your office invites you by email, you'll get a link. Opening it either creates your account (first time) or adds the workspace to your existing account, and you're signed in automatically.
If your office added you directly instead (common for technicians), they'll hand you a username and a temporary password rather than an email link. The first time you sign in with it, you may be asked to set your own password before you can continue — this is the same forced password-change screen a manual reset uses.
Your profile
Open Account from the profile menu to see and update your personal details. What else you can change here (and which workspace-level settings you can reach) depends on your role — see Roles & permissions.
Related docs
Onboarding
Create your workspace, set up the basics, invite your team, and book your first job — everything you need for day one.
Team
Invite and manage your people, organize departments, and check field performance.
Roles & permissions
Control exactly what each teammate can see and do, using built-in roles or your own custom ones.