Invite a staff member

Everyone who touches a job needs their own login. Shared accounts break the audit trail — you lose who did what.

Step by step

1. Go to Staff in the sidebar.
2. Click to add a new staff member and fill in the form:
   • Full name — e.g. "Jane Smith". This is what shows on job assignments and the timeline.
   • Mobile number — e.g. +447700900000. Used for job notifications by SMS where enabled.
   • Email — where the invite goes. It must be unique to them.
   • Role — see the roles guide next; for an engineer this is field staff.
   • Hourly rate (£) — e.g. 22.50. Used for job costing. Field staff never see this figure.
3. Pick their trades if you use them (plumber, electrician, etc.). This drives the "trades required" matching on jobs.
4. Send the invite. They get an email with a link to set their own password and PIN.

Invites are per-plan. If you hit your staff limit you'll see a message telling you so — upgrade under Settings → Billing & plan, or remove someone who's left.

Getting them onto their phone

Ask them to open the invite link on the phone they'll use on site, set their password and PIN there, then add WorkLane to their home screen. It installs as an app and works offline — updates and photos queue up and sync when signal returns.

If the invite doesn't arrive

1. Check the spam folder — it's almost always this.
2. Check the email address on the staff record for typos.
3. Re-send the invite from their row on the Staff page.