Getting Started

Inviting employees

Add office staff and crew members with the right access.

1 min read Updated Jun 25, 2026

Overview

Add office staff and crew members with the right access.

Go to Settings → Team → Invite. Enter name and email, pick a role (owner, office, crew), and send. They receive an email to set a password.

Where to start

Sign in at your TreeOS URL, then work through company setup before your first customer or job. Most teams are scheduling work within their first day.

Tip

Complete company branding and tax settings before sending your first estimate — customers see those details on PDFs and portal pages.

Common first-week checklist

  1. Upload your logo and set brand colors in Settings → Company.
  2. Invite office staff and crew leads from Settings → Team.
  3. Add or import your customer list.
  4. Connect email and payments under Settings → Integrations.
  5. Create a test estimate and send it to yourself.

Next step

Continue with Setting up your company.