GuideStart here
You were invited to a team
Accept the invite, find your tasks, and log your first expense from the job site.
Someone added you to their Fixer Upper House workspace. Here is what to do first.
Accept the invite
- Step 1: Open the email with the subject “Invitation to” and the company's name, and tap Join workspace.
- Step 2: Type Your name and a Password of at least 8 characters, and confirm it.
- Step 3: Tap Join workspace. You're signed in.
The link works once and lasts seven days. If it has expired, ask the person who invited you to send it again.
What you can see
It depends on your role. The role is shown under your name in the account menu.
- An Admin sees everything the owner sees.
- A Team Member sees the houses the owner picked for you and the tools they left on. You won't see the P&L, financing, or the contact list. If a tool you expect is missing from the menu, ask an owner or admin to turn it on in Members.
Find your work
- My work lists every task assigned to you across houses, with what's due and what's late.
- The bell shows when someone assigns you a task or mentions you in a comment. You get an email too.
- Calendar shows dated tasks. You can send them to your phone's calendar.
Day to day
- Move a task along on the board as work starts and finishes.
- Tap the yellow Add expense button to log what you bought: the amount and a category are all it needs.
- Take progress photos so the owner can see the job without driving over.
- Add to the punch list as you spot things.
TipAdd the app to your phone's home screen so it opens like any other app. See On your phone.
