Access, sharing and reports

The owner, admins and office staff see every job. Workers only see the jobs they've been given access to.

To give someone access:

1. Open the job menu (the round button at the bottom right), then Access.
2. Under Person, pick someone from your team.
3. Under Access until (optional), choose an end date, or click No expiry, 1 week or 1 month.
4. Click Grant access.

Access with an end date is handy for contractors. When the date passes, the job disappears from their list.

To take access away, click the bin next to their name.

A share link lets someone outside your business see a job, such as a subbie, a builder or a property manager. They don't need an account, and they can't change anything.

They see the job's details, notes, checklists, materials, photos and files.

1. Open the job menu, then Share.
2. Under Who is it for? (optional), type their name, for example "Mark from Coastal Builders".
3. Under Link works for, pick 7 days, 30 days, 90 days or Until I turn it off.
4. Tick Show the customer's name, phone and email if they need to contact the customer.
5. Click Make a link.
6. Click Copy link, Text or Email to send it.

Each link shows how many times it's been opened. To stop a link working, click Turn off.

A job report is a tidy summary for the customer. It has your summary of the work, the before and after photos, and the checklists you completed. It never shows your internal notes.

You need to be office staff, an admin or the owner.

1. Open the job card.
2. Scroll down to Report for the customer.
3. Under Summary of the work, write a few lines about what you did.
4. Click Save and get the link.
5. Click Email to (the customer's name), Text or Copy link to send it.

Click Preview to see what the customer sees. They can print it or save it as a PDF.