Add your crew — field crew vs office users

Put a helper on your roster, give them a field crew login for My Day, and know exactly which people use an office-user seat.

4 steps · about 5 minutes

1. 1

   Roster first, logins second

   My business → Team tab

   There are two separate ideas here. Your roster is everyone who does work: they can be scheduled, dispatched, and paid by the hour. A login is for people who need to use the app. Everyone who works for you belongs on the roster, but not everyone needs a login.

   The Team tab lists your roster at the top and your roles below. Four roles are built in: Owner, Admin, Member, and Field Tech. Owner, Admin, and Member are office users: each uses an office-user seat, and you always count as one. Field Tech is a field crew login, just My day on a phone. Everyone on your roster who isn't an office user — Field Techs and people with no login at all — counts as field crew: every plan includes some free, then a small monthly fee each, up to your plan's limit. The pricing page lists the numbers for each plan.

2. 2

   Add someone to the roster

   My business → Team → Add a teammate

   "Add a teammate" opens the Staff page. Only first and last name are required. Email and phone are for dispatch and the staff directory. Role / title is a label like "Lead Tech". The PIN is a 4–8 digit code for clocking in at a kiosk without a computer login. Hourly rate is private: only owners, admins, and staff you authorize can see it.

   Click "Add staff". They're now on your roster and can be scheduled, even if they never sign in.

   Green Valley added Luis Ortega, title "Mow crew", at $22.00 an hour. The dashboard went to Field crew 1/10, while Office users stayed at 1/3. Adding him to the roster didn't use an office-user seat.

   
3. 3

   Give them a login (or don't)

   Staff → click their name → Login access

   Click the person's name. Under Login access, a roster-only person shows "ROSTER ONLY — NO LOGIN" and two buttons.

   "Add field crew login" is right for field workers. They get the Field Tech role, which is just My day on their phone, and they keep counting as field crew — no office-user seat. "Add office user login" gives full access to the dashboard, the Staff Assistant, and admin screens, and uses an office-user seat.

   Before anything happens, it tells you what it will do: send an invite email to their address, add them to the Field Tech group, and confirm it doesn't use an office-user seat. Click Confirm to send the invite.

   No email on file? Add one on the Staff page first. The login is sent as an invitation to that address.

4. 4

   What happens to bookings when you add a second person

   My day

   While you're the only person on the roster, every new booking is assigned to you automatically, so solo owners never have to assign anything.

   Once a second person joins, that stops on purpose. With two people there's no obvious choice, so new visits wait under "Needs assignment" in the Visit Manager until you say who's going. Your crew sees their assigned visits on My day: time, address, customer phone, gate code and pets, plus Start and Before/After photo buttons.