Invite and manage team members

Growing past a one-person operation? Invite teammates so each person runs visits in the same consistent workflow, then assign properties and visits across the team.

1. Open Settings → Team and click Invite Member.
2. Enter their email and pick a role, then send the invite.
3. They get a secure link to join. Until they accept, the invite shows as pending and still counts a seat.

• Solo includes a single user.
• Pro includes up to 5 team members.
• Business includes up to 15 team members.

You can review your team's reports before they reach the client, so quality stays high as you scale. Beyond visits, you can also assign tasks (calls, errands, supply runs) to a specific teammate; each person's dashboard shows their own My Tasks card with what's due and overdue.