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InstallPass

Getting started 2 min read

Add your team

Give your technicians and co-owners access to your company in InstallPass, choose their roles and manage who can sign in.

Everyone who works on your jobs can have their own InstallPass login linked to your company. They see your company's units, customers and bookings, and nothing from any other company.

Owners and technicians

Each person on your team has one of two roles:

  • Owner. Owners can change company settings and manage the team, as well as doing the day-to-day work in the app.
  • Technician. Technicians register units, log services and handle bookings. They can't change company settings or the team.

Give the owner role only to people who should be able to change your business details, your booking mode and who has access.

Add a person

Only owners can add people.

  1. Click Settings in the sidebar and go to the Team section.
  2. Enter the person's name.
  3. Enter the exact email address they will sign in with.
  4. Choose their role: owner or technician.
  5. Add them to the team.
  6. Let the person know you've added them. They should sign in, or sign up if they don't have an InstallPass login yet, using that same email address.

When they sign in with the matching email, they have access to your company.

Get the email address right

Access works by matching email addresses. If you add sipho@example.co.za and Sipho signs in with a different address, he won't see your company. Ask each person which email address they actually use, and check the spelling before you add them.

An email address can only belong to one company. If the person has already used that address with another company on InstallPass, contact us and we'll help you sort it out.

Change a person's role

  1. Open Settings and go to Team.
  2. Find the person.
  3. Change their role to owner or technician.

Remove or restore access

When someone leaves your business, remove their access:

  1. Open Settings and go to Team.
  2. Find the person.
  3. Remove their access.

They can no longer open your company in InstallPass. The units they registered, the services they logged and the bookings they handled stay with your company, because your data belongs to your company, not to individual logins.

If they come back, or you removed someone by mistake, find them in the team list and restore their access.

Every company needs an owner

A company always needs at least one owner. You can't remove the last owner or change their role to technician.

Tip: Add a second owner, such as a business partner or office manager, so someone can always update settings and manage the team when you're not available.

Team size and your plan

How many people you can add depends on your plan. Starter includes 1 owner and 1 technician. Pro allows up to 10 team members. Your free trial includes every Pro feature. See Free trial and plans.

Good habits

  • Give everyone their own login. Don't share one email address between people.
  • Remove access on the day someone leaves.
  • Check your team list every few months and remove anyone who no longer needs access.

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In their words

What installers say about it

Read more

The same story in every trade: a tag that stays on the unit is what brings the next job back to the person who fitted it, years after the invoice was paid.

Example
Three geysers I fitted in 2023 came back to me this winter instead of going to whoever was cheapest on Google. The tag was still on the pipe and they scanned it.
Thabo MokoenaOwner, Mokoena Plumbing Works · Randburg
Example
The rating plate photo doing the typing is the part my guys actually use. Before this, half the job cards came back with the serial number missing.
Riaan van NiekerkOperations manager, Van Niekerk Solar · Centurion
Example
A customer phoned about a warranty claim from two years ago. I had the certificate of compliance and the install date on screen before she finished the sentence.
Naledi DlaminiOwner, Dlamini Electrical · Durban North

Every install, on record.

Start your free trial and tag your first unit today. Fourteen days of every Pro feature, on real installs. If the bookings do not come back, you have lost nothing but an afternoon.

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