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Invite technicians and staff to your account. Assign jobs, control permissions, and manage schedules together.
Full access to all features including settings, billing, and team management.
Best for: Business owners, managers, office administrators
Can view/complete assigned jobs, add photos, create invoices for completed work.
Best for: Field workers, tradespeople, service technicians
Can create jobs, manage customers, send invoices, but no access to settings.
Best for: Receptionists, schedulers, customer service staff
Can view jobs and customer data but cannot make changes.
Best for: Accountants, supervisors, temporary staff
Each team member has their own calendar view showing only their assigned jobs.
Team members can access Toolfy from their phones for job updates and photos.
SMS and email alerts when jobs are assigned, changed, or approaching.
Technicians can upload job photos and completion notes from the field.
Optional clock-in/clock-out for accurate job duration and payroll.
Technicians can send updates to customers with your business branding.
When creating a job, select which team member it's assigned to from the dropdown.
Assigned team member gets SMS/email notification with job details and customer info.
Team member sees the job on their mobile app with navigation and customer contact.
Team member marks job complete, adds photos/notes, and creates invoice if permitted.
Job progress updates appear in your main dashboard and customer notifications are sent.
Give new team members limited access initially, then expand permissions as they prove reliable.
Add roles to names like 'John Smith (Plumber)' to make job assignment easier.
Show team members how to install Toolfy on their phones for field updates.
Review team access quarterly and remove access for ex-employees immediately.
Set standards for how team members communicate with customers via the system.
• iPhone: Safari → toolfy.io → Share → Add to Home Screen
• Android: Chrome → toolfy.io → Menu → Add to Home Screen
• Works offline: Can view job details and add photos without internet
• Push notifications: Instant alerts for new job assignments
Functions exactly like a native app with full offline capability.
Check they're using the email address from the invitation. Reset password if needed.
Check notification settings in their profile and ensure mobile number is correct.
Ensure they have 'Job Management' permission and their account is active.