Guide · Your first week

Add your first employee

Bring someone onto your team, and choose what they can see.

Invite them

  1. Open Team and choose Make an invite code.
  2. Pick their role (below) and give them the 8-character code.
  3. They install Adminroo for Tradies on their iPhone, choose Join a business and type the code.

Pick the right role

  • Field: their own jobs, visits, time, photos and forms, and adding customers. They never see prices, costs or invoices.
  • Office: customers, jobs, quotes, invoices and the price list, but not business details, the bank account or the team.
  • Owner: everything. Keep this for yourself and a business partner.

You can change a role or remove someone at any time from Team. Their work stays in the business.

Their day

Book visits for them on the Schedule (each person has a row in their own colour). On site they see their visits in Today, run the job timer, add materials and photos, and get the customer's signature.

Their hours

Timesheets lists each person's hours by week, from their job timer. Approve them, then export for payroll.

A business with staff needs the Team plan; you can switch in Settings, Plan and billing.

More for your first week

Stuck? Email support@adminroo.com.au, or use Help in the app.