Managers

Use this section if you manage a service company account and need to invite staff, review work, and keep order operations organized.

Quick Links

• Add and Manage Staff
• Manage Orders

What Managers Can Do

• Open the company shell and switch between Orders, Bids, and Quotes
• Work in side areas like staff, clients, calendar, services, instructions, invoices, and reports
• Invite staff, review permissions, and keep team access current
• Review orders, then open order details for actions and follow-up

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Start Here

If you are setting up a team, start with Add and Manage Staff. If you need to work a queue of jobs, go to Manage Orders.