Adding Team Members to Breezeworks

Adding Team Members

Adding members to your company allows your to:

• Keep running your business while you’re in the field or on a job;
• Quickly assess your schedule and see who is available and who isn’t;
• Share customer, billing and job information across multiple accounts.

You can easily add team members to your existing account, or upgrade an existing team member to an admin (admins can see and change other team members’ schedules):

Adding a Team Member

iPhone

1. Tap the Breezeworks icon in the upper left corner of the app to open the Settings menu
2. Tap Team, then Add employees
3. Enter the phone numbers of the employees you’d like to invite and tap Send Invitations

Android

1. Tap the gear icon in the upper-right corner of the app to enter the Settings.
2. Scroll to TEAMS and tap Add employees
3. Enter the phone numbers of the employees you’d like to invite and tap Send Invitations

Your invitations will be sent via text message, and will include a link with an invite code. When tapped, that link will send your team members to the App Store or Play Store to download Breezeworks.

After downloading, team members can enter their invite code and register to join your team. Once a team member has accepted their invitation, they’ll appear on your schedule.

By default, your team members will only be able to see their own schedules and billings. You can upgrade a user to an admin — or disable a team member who should no longer have access — by tapping Team > Manage employees in Settings and then tapping the user’s name.

If you have any questions about how to use Breezeworks for teams, feel free email us at [email protected].