Guides/Video · Part 2
Set up your team & communications
Invite your team and set roles, attach a default crew to every job by trade, control the subcontractor portal and insurance gates, connect your own email for campaigns, and choose your notifications.
1:30
What you'll learn
- Invite team members and set their role — admin, staff, or limited (no financials)
- Set a default crew by trade — pick your plumber once, and every new plumbing task starts with them
- Control the subcontractor portal plus insurance (COI) and WCB/WSIB clearance gates before subs get paid
- Connect your own Resend account to send marketing campaigns from your domain
- Choose exactly which events email you — and turn off the noise
Chapters
- 0:00Intro
- 0:08Invite your team & set roles
- 0:24Default crew by trade
- 0:41Contractor portal & compliance gates
- 0:56Email & marketing campaigns
- 1:09Notifications
- 1:21Recap
Try it on your own jobs.
Every feature unlocked, first month free, no card required.