TeamBuyIn

How does the Team Leaderboard work? How does the leaderboard work? What is the leaderboard? Can everyone see the leaderboard?

Team Leaderboard

How do I see my technicians scorecard? Where can I see my technician's stats? Where can I see my technician's KPIs?

Scorecard

How are tips handled in TeamBuyIn? How to manage tips in Housecall Pro? How to track tips in Housecall Pro? How to track tips in Jobber?

Tip management

How do I export a commission report? What is a Performance Pay report? What is an Accounting report? How do I track technician tips? How do I export TeamBuyIn data…

Export Reports

How to run reports and prepare to run payroll.

Reports and payroll

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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