How do I add people and set their roles?
A Company Manager adds people from Settings → Manage Users and sets roles under Roles & Permissions. A Company Manager can change everything; a Company User does day-to-day work like posting and dispatch requests; a Viewer can only look.
New people are asked to agree to the Terms the first time they sign in.
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Every plan includes both Opportunities and Dispatch.
Opportunities → Post an opportunity (needs the Opportunities service).
Compare bids and ratings on the posting, then award.
Dispatch → Request a dispatch: category, what needs fixing, how urgent.
Basic, Base Term, Premium or Enterprise — in Settings → Plan & services.
A service call, a travel fee, and time after the first hour.
Check-in, messages, sign-off photos, then your approval.
Company management → Visit criteria and Documents, once for every job.
Send it back while they're on site, request a return visit, or dispute it.
Payments → open the invoice → record payment.
Company Management → Sites — one at a time, or import a spreadsheet.
Company Management → Sites → Import a file: Excel or CSV, for Company Managers.
Compliance → Add requirement, for Company Managers.
Yes — Settings → Integrations: API keys and webhooks.
Settings → Audit Log, for Company Managers.