Why can't my tech see something?

Techs cannot see invoices, payments, refunds or referral rewards. Only owners and managers can — that’s deliberate, and so is a tech seeing only their own route.

• No route, when there should be one. Check the customer is active and assigned, today is a service day, and routes generated — they rebuild around 5am Central from your weekly plan. Change today’s routes on Today.
• A missing task. Some tasks only appear at pools with the matching equipment. A phase switched off on a service level takes its tasks with it — read that column in Settings → Workflow Templates.
• Nothing after signing in. Check Settings → Team. Their account may be off, or they’re using a different email than the one you invited.
• They can’t edit a finished visit. Correct — a completed visit is read-only. Your office handles corrections.

See also: “Roles and permissions.”