Invite your team
Your team is technicians (who run visits) and managers (who help run the business). You, who created the account, are the owner.
Add someone
- Go to the Team setup step, or Settings → Team.
- Choose Invite Tech.
- Enter their name, email, and phone number.
- Enter their home address — street, city, state, ZIP. All four are required, so PoolHelm can start their day from their own driveway instead of your shop.
- Choose how they get their password.
- Choose Invite.
Everyone joins as a technician, switched on. There’s an Active toggle if you’re setting someone up ahead of their start date. Techs sign in on their phone and go straight to their route — no setup wizard.
Two ways to hand over a password
- Send setup email (the default). They get a link and choose their own. Use this for anyone not standing next to you.
- Set password now. Useful in person. PoolHelm makes them change it at first sign-in, so a password you typed never stays in use.
The three roles
- Owner — full control, including every billing action. Can’t change their own role.
- Manager — can run almost everything. The money controls in Billing are the exception: managers see them but can’t act on them. Shows with an Admin label.
- Technician — the field experience only.
To make someone a manager, add them first, then change their role in Settings → Team. Two steps, so nobody lands with more access than you meant.
If an invite doesn’t arrive, check their spam folder first.
See also: “Roles and permissions.”