Inviting your team

Adding someone to your team takes about 30 seconds. The number of seats you can add is capped by your current plan: Seedling = 1 user, Growth = up to 10 users, Estate = unlimited. Owners and technicians both count against this cap. If you try to add the 11th user on Growth, the form rejects with an upgrade prompt.

How to add a user

1. Owner → Team → Employees → "Add employee."
2. Enter name, email, phone, role (owner or technician), hourly rate (for labor cost reporting).
3. Optionally assign a commission plan.
4. Click save. An invite email is sent to the address you provided.

The invite link is valid for 7 days. The recipient clicks it, sets a password (owners only — techs log in by magic link from then on), and lands on their role-appropriate home page.

The two team roles

• Owner. Full administrative access. Sees every client, visit, invoice, employee, report. Can change settings, message templates, commission plans. This is the role for you, your office manager, your dispatcher, your bookkeeper.
• Technician. Sees only their own route, their own clock-in history, and visits assigned to them. Cannot see client financial info, commissions, or reports. Designed for the field.

Removing someone

People leave. Here is how to handle it cleanly:

1. Go to Employees → click the person → "Deactivate."
2. Deactivating preserves their visit history and their commission accruals.
3. They lose access to Servicio the moment you deactivate. Their open sessions are invalidated.
4. For commission plans, you have three choices: keep paying commissions per original agreement (their accruals continue to clear), transfer their book to another employee (re-attribute), or stop future accruals entirely.