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Documentation Index

Fetch the complete documentation index at: https://help.homespace.co/llms.txt

Use this file to discover all available pages before exploring further.

Homespace lets you build out your crew inside the app so you can assign jobs to specific people, track who did what, and give technicians mobile access to their schedule without sharing your owner account. Each team member gets their own login with a role that controls what they can see and do.
The Essentials plan includes 1 user (the account owner). To add team members, upgrade to a plan that includes additional seats.

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Invite a team member

1

Open team settings

Go to Dashboard > Settings > Team.
2

Click Invite

Click Invite team member and enter the person’s email address.
3

Choose a role

Select the role that matches their access level: Admin or Technician. See roles below for what each role can do.
4

Send the invite

Click Send invite. The invitee receives an email with a link to create their Homespace account and join your organization.
The invite link is valid until the person accepts it. You can revoke a pending invite at any time from the Team settings page.

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Team member roles

Homespace has three roles:
Full access to everything in the account: all jobs, customers, estimates, invoices, settings, billing, and team management. There is one owner per account. Ownership can be transferred to another member from Settings > Team.
Same access as the owner for day-to-day operations — customers, jobs, estimates, invoices, pricebook, scheduling, and team management — but cannot access billing or change the subscription.
Field-level access only. Technicians see the jobs assigned to them, can update job status (e.g., mark as started or completed), and can add notes and photos to a job. They cannot view other team members’ jobs, access financial data, or change account settings.

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Change a team member’s role

Go to Dashboard > Settings > Team, find the team member, and click Edit role. Select the new role from the dropdown and save. The change takes effect immediately on their next page load. Only the account owner can change a member’s role to or from Admin. Only the owner can transfer ownership.

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Assign jobs to team members

When scheduling a job, open the job’s scheduling panel and select a team member from the Assigned to dropdown. The job appears in their schedule view and on the dispatch board in the lane for that crew member. You can reassign a job at any time by editing the assignment from the job detail or the dispatch board.

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Team members on the dispatch board

Each team member appears as a separate lane on the Schedule dispatch board. You can drag and drop jobs between lanes to reassign them. Technicians do not see the dispatch board — they only see their own assigned jobs in the mobile app.

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Technician mobile access

Technicians use the Homespace mobile app to manage their workday:
  • See their assigned jobs for the day, including customer name, address, and job details
  • Update job status (on the way, started, completed)
  • Add notes and photos directly to a job from the field
  • View customer contact information for the jobs they’re assigned to
Technicians do not have access to estimates, invoices, pricebook, or any other team members’ data.

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Remove a team member

Go to Dashboard > Settings > Team, find the team member, and click Remove. Confirm the removal. The person is immediately signed out and can no longer access your Homespace account.
Removing a team member does not delete their historical records. All jobs, notes, and photos they created or were assigned to remain in your account and are still visible in the job history.