Team Access
A shared login creates stale handoffs, security risk, and no clear record of who changed what. Team Access gives each person their own account and role, so everyone works from the same contacts and jobs while seeing only what they need.
How it solves the problem.
A login for every person
The owner, the office manager, and the techs each get their own account, so you stop passing one password around and you can see who changed what.
Roles that match the job
The owner sees the whole business, the manager runs the schedule and the customer records, a tech sees only their own jobs. Everyone sees what they need and nothing they should not.
One set of records, one source of truth
The whole team works from the same contacts, jobs, and pipeline instead of forwarding screenshots around, so nobody is working off a stale copy.
Included from Standard
Comes with Standard at no extra cost, because at this size you are running a team, not a one-person shop.
Solve the problem without another charge.
This one is not sold separately. It ships with every plan from Standard up, at no extra charge. This page explains whether it needs setup before it can solve the problem.
Put it to work in your plan.
Team Access ships free from the Standard plan up, with nothing extra to pay. Check the setup details above, then put it to work without another bill.
See plans and pricing