For Owners · Admins
Team & organisation
Invite and manage your people, organize departments, and check field performance.
Organisation is where you manage the people side of your workspace: inviting members, assigning roles, organizing departments for dispatch, and checking how your field team is performing.
Adding people
See the onboarding guide for the two ways to add someone — email invite or add directly. Either way, once they're in, manage their role and remove them from Organisation → Team if they leave.
Note — Already have the member, just need to change their password? Open their entry on Organisation → Team and use "Set password" — it works the same as the add-directly flow (you can copy the new password to hand over, and optionally force them to change it on next login), without recreating their account.
Departments
Group your service types under departments (Configuration → Services) — this is what powers dispatch filtering and the optional daily capacity warnings on the scheduling calendar.
Field performance
Organisation → Field work shows technician utilization and scorecards — how busy each technician has been and how their visits are trending. Click into a member's page for their full activity history.
Sales rep performance
If the Leads module is on, Organisation → Rep performance shows attribution — which sales rep brought in which contracts and revenue.
Example
Onboarding a new technician
You hire a new technician. You add them directly with a temporary password (since they may not check email), assign the Technician role, grant field access so they appear as assignable, and add them to the "Pest Control" department. They can be assigned their first job the same day.
Related docs
Roles & permissions
Control exactly what each teammate can see and do, using built-in roles or your own custom ones.
Attendance & leave
Punch in/out, track worked hours, and manage leave requests and policy.
Approvals
A second pair of eyes on sensitive actions — cancellations, deletions, and stock write-offs.