What can team members do?
Members help run the queue: jobs, customers, scheduling, updates, payments, and documents.
Updated
Team members help run the company workspace. Depending on their permissions, they can review new work, manage jobs, coordinate schedules, see customer context, handle payment state, and keep job records up to date.
The point is that the business does not depend on one person remembering every quote, call, invoice, certificate, or follow-up.
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