Team management software
Five roles decide what each person reaches, enforced on the server and in the database rather than by hiding buttons. A technician sees their own jobs and their own clients, and nothing else.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
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“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
When the team grows past you
Growing your team without proper access controls creates chaos. Technicians see billing data they should not, managers cannot access the tools they need, and seat sprawl inflates your costs.
Everyone Sees Everything
Without role-based access, every team member can view financial data, client details, and business settings. Technicians do not need to see invoice amounts, and giving them access creates unnecessary risk.
Inviting New Team Members Is Manual
Adding a new technician means creating accounts by hand, setting passwords, and explaining which pages they should use. The onboarding process takes too long and leads to configuration mistakes.
No Control Over Team Size as You Grow
Without seat limits tied to your plan, team accounts multiply unchecked. You lose track of who has access, inactive accounts linger, and you cannot control costs associated with your team size.
How invites and roles propagate
- 1
Open the Team Page
Navigate to the Team section from your sidebar. See all current team members listed with their role, email, status, and the date they joined your organization.
- 2
Invite a New Team Member
Click 'Invite Member' and enter the person's name, email, and role (manager or technician). The system checks your plan's seat limit before proceeding and creates the account instantly.
- 3
New Member Receives Credentials
The invited team member receives login credentials immediately. They can sign in and see only the pages and data their role permits. No additional configuration is needed on your part.
- 4
Manage Roles and Remove Members
Update a team member's role or remove them from your organization at any time. Role changes take effect immediately, adjusting their sidebar navigation and data access in real time.
What team management handles
Role-Based Permissions
Three distinct roles define what each team member can access. Owners manage everything. Managers handle clients, work orders, and team invites. Technicians see only their assigned jobs and read-only client info.
One-Click Team Invites
Invite new members by entering their name, email, and role. The system auto-creates their account with a temporary password and displays the credentials for you to share. No email server setup required.
Plan-Based Seat Limits
Each plan includes a specific number of seats: Starter allows 5 users, Professional allows 10, and Business allows 30. The system enforces these limits at invite time, prompting an upgrade when you reach capacity.
Activity Tracking Per Member
See what each team member has been doing through the activity log. Track work order updates, status changes, notes added, and client interactions tied to individual accounts.
Manager-Level Invite Permissions
Managers can invite technicians to the team without owner involvement. The role selector is locked to technician-only for manager invites, maintaining proper access hierarchy.
Instant Role Updates
Change a team member's role and their permissions update immediately. A technician promoted to manager gains access to client management and reporting without needing to log out or refresh.
How each trade splits the work
The service businesses that get the most out of this feature, and the specific way each one uses it.
A real team in the dashboard
See how team management works in Smarfle with role assignments, seat tracking, and instant invites.
8
Total Members
15
Seat Limit
7
Active This Week
- Owner
Sarah Mitchell (Owner)
sarah@greenleafservices.com, joined Jan 15
- Manager
James Rodriguez (Manager)
james@greenleafservices.com, joined Feb 3
- Technician
Marcus Johnson (Technician)
marcus@greenleafservices.com, 34 jobs this month
- Technician
David Park (Technician)
david@greenleafservices.com, 22 jobs this month
Team questions
How many team members can I add on each plan?
What can managers do that technicians cannot?
Can I remove a team member and free up a seat?
Do invited team members need to set up their own password?
What extra seats cost
all
Seat Limits Vary by Plan
Team management is available on all plans. Solo is a single seat, Starter includes 5, Professional includes 10, and Business includes 30. Upgrade anytime to add more capacity.
View all plansWhat a role changes elsewhere
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