How to invite a team member to JobSheet

Before you start

The workspace admin or office staff can invite people. The JobSheet subscription includes the workspace admin. Extra staff seats are billed on top. The top of Team members shows extra staff seats in use (for example 14 / 15), with a link to Manage extra seats in Subscription. If JobSheet support has granted extra seats, those promotional extras are included in the same count. Field staff cannot open Team members.

Steps

1. Sign in as the workspace admin or office staff.
2. Open Team members:
   • On a phone, choose More, then Team members.
   • On a computer, choose Team members in the sidebar footer.
3. If the workspace already has staff besides the admin, choose Add team member to open the invite form. Enter their email and optional first and last name. On a new workspace with only the admin, the form is already open.

4. Choose Role:
   • Field staff: jobs, schedule, notes (no quotes or invoices). Default
   • Office staff: quotes, invoices, reports, subscription billing, and jobs
5. Choose Add team member.

6. JobSheet emails them a link to set their own password and join (valid for seven days). They then sign in at your workspace URL (for example yourcompany.jobsheet.uk).

Company name, VAT, and branding stay in Workspace. Team members is a separate page.

Extra staff seats

The JobSheet subscription (for example £15/month) includes the workspace admin. Extra engineers and office staff are billed on top (for example £5/month each).

1. Open Team members. The bar at the top shows extra staff seats in use against your allowance (for example 14 / 15).
2. Office staff and the workspace admin can choose Manage extra seats in Subscription to change the extra-seat count.
3. If all extra seats are in use, add extra seats in Subscription before inviting someone else.
4. Promotional extra seats granted by JobSheet support count in the same bar (the higher of paid extras and the promotional allowance).

See Manage subscription and billing.

If you received an invite (staff)

1. Open the link in the invite email within seven days.
2. Choose a password and complete Accept invite.
3. Sign in at your company’s workspace URL (yourcompany.jobsheet.uk), not the marketing site.
4. Your admin assigns job sheets to you; check Dashboard and Work Schedule filtered to Mine.

After invite

When you create or schedule a job sheet, tick them under Assigned to (you can select several people on the same job). Everyone assigned sees their run on Dashboard (today) and Work Schedule when filtered to Mine.

Related guides

• Manage subscription and billing
• Transfer workspace admin
• Field staff vs office staff roles
• Create a job sheet
• Team logins feature guide