Adding your team, controlling what they can see and do, and making sure jobs land with the right person automatically.
Add team members from the Staff page with their name, role and contact details. Permissions control what each person can see and do — for example, whether they can view business-wide cash flow and billing, or only the jobs assigned to them.
Once staff are set up with the job types or service areas they cover, accepted quotes and inbound bookings can be assigned automatically instead of everything defaulting to you. You can always reassign a job manually if something needs to change.
Each staff member's availability feeds directly into scheduling, so the AI won't book a job against someone who's marked as unavailable or already got a job on at that time. Keeping this up to date is what keeps the automatic booking accurate.