How do I add people to my firm?
The Owner adds people under Settings → Team and gives each a role. Office handles the business side — bids and dispatch offers. Technicians see only their own jobs: they check in, message and sign off. The Team page also shows each person's credentials and lets you mark someone away, so they aren't sent to new dispatch work.
The Owner chooses the firm's services under Firm Overview, the areas and trades under Service Areas & Trades, and the hours for urgent dispatch calls under Availability.
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More in For Contractors
Opportunity Marketplace lists what your firm qualifies for, and you're notified of new ones.
From the posting, by the firm's Owner or Office.
Accept and choose the technician, or decline; the technician confirms the arrival time.
Your profile, your firm, security and your data — in one menu.
From the job page, on your phone.
Tick “I replaced the…” at sign-off and enter the new serial.
Fix it on site if you can; otherwise book the return visit, or dispute it.
There's no invoice to send — PeerToSite creates it from what was agreed.
Documents → add it once, for every company.
Yes — after a job, from the job page.