Pro Users are teammates who work primarily for you; your managers, dispatchers, field techs, and anyone that needs access to your account.
Subcontractors are part-time or on-demand employees.
The Starter Team package comes with up to 2 Pro Users.
The Team Package comes with up to 6 Pro Users.
The Professional Plan comes with up to 15 Pro Users.
Additional Pro Users cost $30/m.
1. Pro User Permissions
A Pro User is a user that can:
Log in to your account via the web or mobile app and view the schedule, update assigned jobs, and send location updates.
Communicate with you and other Pro Users through the platform: Using calls, text messages, and notes.
Invoice: Get paid online or with a credit card
* You can limit a Pro User's access by setting certain restrictions. For example, you can restrict a Pro User to be able to see only their assigned jobs or block them from changing a job to "Done."
2. Subcontractors Permissions
A free user is a user that can:
Be assigned to jobs. They'll be able to receive email and text notifications, but won't be able to log in to your account.
Confirm jobs. A confirmation via a link will be sent to his phone.
How Do You Set Up Users and Change their Permissions?
If you want to have the option to add subcontractors:
Click on the top-right gear and click on "Add-ons"
Turn on the "Unlimited subcontractors" add-on (included in the Team and the Professional Team plans)
3. Click on "Team" on the left-hand side menu
4. Click on "Add New"
3. Choose if you want to add a "Pro User" or a "Subcontractor"
Pro User:
Subcontractor:
How Do You Update a User's Type?
Select a team member.
Click the drop-down menu and change the "User Type" to either "User" or "Subcontractor"
Need more help? See the related articles below:
How to Add A New User to Your Team
Setting Dashboard Restrictions
How to Use the Job Time Tracking Feature (Clock in / Clock out feature)