Setup team
Open Setup → Team in Thermal →
What it's for
During setup, the step that invites the people who work with you. Techs get the phone app; office staff and dispatchers get the web app. Anyone invited can sign in before setup is finished. A company that answered Just me earlier in setup never sees this step.
Once setup is finished, the same address opens the tech app screen from the setup checklist. What it shows depends on the company's starting profile.
- Owner-run companies see Install the tech app, for the owner's own phone.
- Office-run and multi-branch companies see Your team and the tech app, for inviting technicians.
The route is /setup/team (the old /setup/tech-app address redirects here).
Tabs
There are no tabs.
Panels and controls
During setup, two choices; nothing is picked for you, and there is no skip:
- Invite people now: a row per person with Name, Role, Mobile and Email, and Add another for more rows. People already invited are listed under Invited. A line shows how many of your plan's seats the invites would use. Send N invites sends them, then setup carries on. If some invites fail, only those rows stay on screen to fix and send again.
- Just me for now: records the answer and carries on. You can invite people later from Settings → Staff.
Install the tech app. On a phone, a store button opens the app's listing. On a computer, a code opens the right store when scanned with a phone's camera, and Text me the link texts the link to the mobile number on your staff profile once texting registration is Ready. Sign in to the app with the email you use here. The checklist item ticks itself once you sign in on the app and allow notifications, and you can also tick it by hand.
Your team and the tech app. Each row takes a name, a role, a mobile number and an email; Add another adds a row. What <name> gets shows the exact text the first person will receive. Send invites adds each person to Staff and invites them: by text and email when a mobile number is given, by email alone when not. People already invited are listed with Signed in on the app, Signed in, Invited · text sent or Invited · email sent; Email invite not sent when the email invitation could not be sent; Already a member · can sign in when the email already belongs to the company; or Added · email invite not confirmed when no send was recorded; and Resend sends a pending email invitation again. Once one technician is invited, the checklist's First job item unlocks.
What it accepts
During setup, each person needs a name and a mobile number or an email. A mobile number gets the app link by text; without one, the invite goes by email. Invites that would take you past your plan's seats are refused as a whole, and the message names the limit.
On Your team and the tech app, an email is required for each person, because technicians sign in to the app with their email. The mobile number is optional. Up to 20 people can be invited at a time.
How to configure it
Nothing in Settings changes how this screen behaves.
Who can see it
This screen sits behind the Settings and Staff areas.
Owners and office managers can open it. Dispatchers and technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.