For people who work with others

You start on your own: whoever creates the account is the Administrator and sees everything. If someone works with you, a helper, a partner, whoever is at the front desk, you can bring them onto the team and choose what they can do. If you work alone, you don't need anything on this page.

Bring someone onto the team

The invite is a code you send to the person, ideally on WhatsApp.

Tap the profile button at the top of Home and go to Team.
Tap Invite someone.
Type the person's name (optional) and answer What can they do? by picking a role.
On the invite screen, tap Send on WhatsApp or Copy code. The code works for 7 days.

If you got an invite

Install PraticOS and sign in with Apple, Google or email.
On first access, tap I got an invite code. If you already use the app, tap the profile button at the top of Home and go to Your account › Join with an invite code.
Type the code and tap Join the team.

The five roles

Pick by what the person does day to day, not by job title. When in doubt, start with less access and change it later.

Role	What they do
Administrator	Sees and changes everything, including Team, Plan and the account's Settings.
Supervisor	Runs the work: opens orders, handles customers, vehicles or devices, and checklists. Doesn't see prices.
Manager	Handles the money: sees prices, records payments and uses Financial. Doesn't open new orders.
Consultant	Makes quotes with prices, but only sees the orders they opened.
Technician	Does the work: fills in checklists and takes photos. Doesn't see prices and only sees the orders they opened.

What each role can do

The asterisk marks what depends on the order's status or on who opened it.

Work orders

Permission	Administrator	Supervisor	Manager	Consultant	Technician
Open an order	Yes	Yes	No	Yes	Yes
See coworkers' orders	Yes	Yes	Yes	No	No
Change services and parts after approval	Yes	No	Yes	Yes	No
Change the status	Yes	Partial	Yes	Partial	Partial
Reopen a completed order	Yes	No	Yes	No	No
Delete an order	Yes	Partial	Partial	Partial	Partial

Manager and Supervisor only delete orders in Quote. Consultant and Technician only delete their own, in Quote.

Prices

Permission	Administrator	Supervisor	Manager	Consultant	Technician
See prices and totals	Yes	No	Yes	Yes	No
See the order PDF	Yes	No	Yes	Yes	No
Record a payment	Yes	No	Yes	Partial	No
Financial tab	Yes	No	Yes	No	No

The Consultant only records payments on orders they opened. Discounts stay with Administrator and Manager.

Records and Settings

Permission	Administrator	Supervisor	Manager	Consultant	Technician
Add and edit customers	Yes	Yes	No	Yes	No
Add and edit the catalog	Yes	No	No	No	No
Add and edit vehicles or devices	Yes	Yes	No	No	No
Create checklist templates	Yes	Yes	No	No	No
Reopen a completed checklist	Yes	Yes	Yes	No	No
Team, Plan and Details for customers	Yes	No	No	No	No

Anyone with ✕ can still look up what they need to work on the order, like the customer's phone and address.

After the customer approves

Supervisor and Technician can change everything while the order is a quote, without seeing prices. After approval, what was quoted is locked for them, so nobody swaps a service or a part without going through whoever handles the price.

Quote
Approved
In progress
Completed

After approval

For Supervisor and Technician:

Can

Edit the note on services and parts already added
Fill in checklists and take photos
Move to In progress or Completed
Supervisor: add or remove checklists until it's completed

Can't

Add or remove services and parts, or change quantities
Change the customer or the vehicle/device
Change the dates
Technician: add or remove checklists

Completed

Only Administrator and Manager change the status of a completed order, for example to reopen a job that came back with a problem.

Change a role or remove someone

In Team, tap the person's name.
Pick the new role under What can they do?, or tap Remove from team.

Frequently asked questions

Do I need a paid plan to use it on my own?

No. You can start free, with no limit on orders or customers. The free plan has a monthly limit on photos and AI use, and one checklist template. Paid plans, subscribed in the app, raise those limits and unlock the team.

Does the technician see prices?

No. The app hides prices in the list, inside the order and in the PDF. The same goes for the Supervisor.

Does the technician see coworkers' orders?

No. Technician and Consultant only see the orders they opened. Administrator, Manager and Supervisor see all of them.

Can a technician approve their own quote?

Yes, if they opened the order: they can move it from Quote to Approved or straight to In progress. Handy for someone working alone on the road who closes the deal with the customer on the spot.

Why can't the Manager open orders?

The role is for whoever follows the money, not whoever serves the customer. If the person also makes quotes, use Administrator, or Consultant if they don't need Financial.

The invite code expired. What now?

In Team, tap the expired invite and choose Invite again. The app makes a new code for you to send.