Invite a team member and set roles

Invite an engineer or accountant with a personal link and choose their role, projects and which figures they see.

Duration: 0:44

Steps

From More, open Team
Tap Invite a member
Pick the role: manager, accountant or site engineer
Type their name and pick their projects
Create the invite link and send it on WhatsApp
The link is personal and works once
Open any member to change what they can do
For example: adds client payments

More lessons

Sign up and create your company

Sign in with your email, no password: open the link we send, type your company name and start the same minute.

Create a new project

Create a project with its name, client and contract value, then follow what came in, what went out and what is left.

Record a client payment

Record every amount the client pays you and how, so the collected share of the contract and the balance update at once.

An expense with its receipt photo

Type the amount and snap the receipt: the expense is saved with its photo in three taps, even offline.

Engineer custody: give and settle

Give a site engineer custody money, follow what they spend from it, then settle it when they return the rest.

Contractors, suppliers and their dues

Link a contractor to the project with the agreed amount, record payments and always know what is still owed.

Try it on your own project

The first project is free. Sign up and start the same minute.