Team Management

Build a Team That Can Carry the Work

Give owners, office staff, and technicians the access they need. Assign work and keep responsibilities clear when you’re ready to put the route in someone else’s hands.

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FNS Pool Service and Repairs Gottlieb's Premier Pool & Spa Precision Pool & Patio
Dashboard

Manage Everyone in One Place

See every teammate, their role, and their account status from a single screen. Your crew stays organized as the business grows.

PoolDial team management dashboard listing teammates and roles
Dashboard

Invite With the Right Role

Add a teammate by email and choose the access level that matches their job. They can get started without a complicated setup process.

PoolDial invite form for adding a teammate with a selected role
Dashboard

Change Access in a Click

Promote, reassign, or limit a teammate's role whenever responsibilities change. Access stays aligned with the way your team actually works.

PoolDial role menu for changing a team member's access
Permissions

Control Every Permission

Fine-tune what each role can view and change, from customers and routes to billing and team settings.

PoolDial permissions settings for controlling role access
Permissions

Protect Sensitive Information

Keep financial and administrative data limited to the people who need it while giving field staff the tools required for service.

PoolDial permission controls for sensitive team and billing data
Mobile

Manage Your Team From Mobile

Review teammates and access settings from your phone, so team administration does not have to wait until you're back at a desk.

PoolDial mobile team management screen
Mobile

Add Teammates Wherever You Are

Send an invite and assign the right role from the field. New hires can be added while the rest of your day keeps moving.

PoolDial mobile form for inviting a teammate

See It In Action

Give every teammate the access they need, on desktop or mobile

From your first customer to your first crew

Get Ready for Your Next Team Member

Start a free trial and explore your workflow. Book a demo if you’d like to walk through it with us.