As your crew grows, add your people to ClippingCash so you can assign jobs, track who is where, and keep the right access on the right hands. Inviting a team member takes a few seconds.
1 Invite a field worker
Go to Settings, open Workers under Team, and click Invite Field Worker. Enter their email and pick a role. A field worker can view and update their assigned jobs with limited customer access, which is just what most crew need.
2 Assign and go
Your worker gets an email invite and joins once they accept. From there you can assign them to jobs and crews, and they show up as an option when you schedule work. Manage roles and access anytime under Roles & permissions.
Payments access. Only the owner or an admin can set up or disconnect Stripe payouts or request a payout. A bookkeeper can view balances and payouts. Crew members cannot see them.
Office settings. Field workers can’t change office settings such as invoice settings, automation and email templates, customer discounts, billing plans or your services. Bookkeepers can see your service list but can’t change it either: only the owner, an admin or office staff can add, edit, price or turn off a service.