My technician can't see something

Money — that’s deliberate. Technicians cannot see invoices, payments, refunds or referral rewards. Not a hidden menu; they genuinely can’t read it. Only owners and managers can.

Another tech’s route — also deliberate. The tech app shows a technician their own day.

Their own route, when there should be one. Check that the customer is active and assigned, that today is one of your service days, and that routes have generated — routes rebuild at around 5am Central from your weekly plan. If you changed the plan after that, today’s routes were built before your change; the Today page is where you change today.

A task they say isn’t there. Some tasks only appear at pools with the matching equipment — tile, saltwater, a cartridge filter, an autofill, a pressure-side cleaner. And a phase switched off on a service level takes its tasks with it. Open Settings → Workflow Templates and read the column for that service level.

Nothing at all after signing in. Check Settings → Team: their account may be switched off, or they may be signing in with a different email than the one you invited.

They can’t edit a finished visit. Correct — a completed visit is read-only. Tell them not to re-record it; your office can sort out a correction from its end.

See also: “Roles and permissions.”