Invite your team

Add mechanics and front-of-house staff so they can see the Workboard and manage jobs.

Last updated 29 June 2026


Everyone in your shop signs in to the same admin. The owner and any admins see everything; staff get a trimmed, phone-friendly view built around the day's work, so a mechanic lands on jobs rather than billing and settings. You add people from the Team tab.

Add someone

  1. 1Open the Team tab in the sidebar.
  2. 2Choose New and fill in their name and email, along with anything useful like their colour or skills.
  3. 3Save. An invite email is sent automatically, with a link for them to set a password and join your shop.

The Team tab is one list of everyone in the shop, and each person carries an access tier: Admin, Manager, Staff, or No login. Someone you add lands on Staff by default, with the day-to-day workflow below. Change the tier on their row to give them more.

What staff can see

Staff get a focused surface: Schedule (whose Today view is a phone-first list of their jobs in order), the Workboard, My roster, My calendar, Bookings, Messages, and Notifications. They do not see billing or account-level settings.

Mechanics on the bench

Staff can work the whole day from a phone. Schedule opens on its Today view, which lists their jobs in start-time order, each with one big stage action, so the front counter and the customer stay in the loop with a single tap.

Staff set their own time off

From My roster, each staff member can add and remove their own days off without waiting on an admin, and you can still set anyone's time off from the Team tab. On a shop that runs on time-based capacity, a person's day off lowers that day's available bookings, and either way nobody is auto-assigned new jobs on a day they are off.

Removing someone

When someone leaves, open the Team tab, find them, and remove them. Their access ends straight away. The bookings and notes they created stay on the record.

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