With our paid plans, you can add maximum of 5 staff members but if you want to add more than 5 staff members, you need to pay extra for that. Our plan for adding additional staff starts from $20 for 15 additional staff members.

Yes, you can view invoices/estimates by any particular staff members by: Navigate to Staff Management Page. Preview staff member details of which you want to view invoice/estimate created by him Click on ‘Invoices/Estimates’ created by this Staff’ under quick links section on ‘Staff Details’ page.

To remove allocated client to a staff member you need to follow the steps given below: Go to ‘Staff Management’ page Edit the required staff member details. On Edit Staff Page, Select the client which you want to remove from ‘Clients Allocated’ section Click ‘ Left arrow’ button. Then client will be moved back to [...]

You can edit/view the details of staff members by: Navigate to Staff Management page. This section allows you to View /Edit the staff members created by you. Click on Edit button corresponding to the record you wish to update under the Action column.