How do I add employees and set up my team?

AllBetter Field’s team management features let you add employees, assign jobs, and track your crew in real time. Available on the Growth ($59/month) and Pro ($129/month) plans.

How to Add a Team Member

1. Open the AllBetter for Professionals app.
2. Tap “Business Tools” → “Team”.
3. Tap “Add Employee” or the + icon.
4. Enter their name, phone number, and email.
5. Set their role and permissions (what they can see and do).
6. Tap “Invite” — they’ll receive a link to download the app and join your team.

Team Permissions

• Technician: Can view assigned jobs, update status, and navigate to job sites. Cannot see financial data.
• Manager: Can view all jobs, assign work, see basic financials, and manage the team calendar.
• Admin: Full access to everything — CRM, invoicing, payments, reports, and settings.

What Your Team Can Do

• View their daily job schedule on their own phone.
• Update job status (en route, on-site, completed) in real time.
• Add job notes and photos from the field.
• Get turn-by-turn navigation to job sites.

Ready to run your business on AllBetter Field? It’s free to start — see plans at allbetterapp.com/business-software or sign in at field.allbetterapp.com.

Still need help? Contact Support →