Add office users
Buy extra office user seats when your team needs more than your plan includes.
Office users are owners, admins, dispatchers and members. Technicians are never counted, so you can add your whole field team on any plan. For how they're counted, see Office users and technicians.
Each plan includes a set number of office users: Core 1, Connect 2, Grow 3 and Pro 5. On any plan, you can add more for $35 a month each ($350 a year each on a yearly plan). Only the owner can change this. You can add them during the free trial too.
Each extra office user is added to your ServFlo bill, charged to the card on file with your plan.
Open Billing
Go to Settings → Billing. Under This month, Office users shows how many you're using, including pending invitations.
Add a seat
Select Add a seat. If you already have extra office users, select Change extra office users.
Set the number
In Extra office users, enter how many extra seats you want in all. The dialog shows your total office users and what the extras cost, for example "4 office users in all; extras $35/month."
Confirm
Tick I understand each extra office user is billed $35/month with my plan., then select Save. ServFlo shows Office users updated.
Things to know
- If you invite an office user past your plan's number, the invite dialog offers Add a seat ($35/month). Once you save the seat, ServFlo sends the invitation for you. See Invite office staff.
- Under Office users, Billing shows how many are included with your plan and how many are extra, for example "3 included with your plan + 1 extra ($35/month each)."
- You can't lower the number below the office users you already have, including pending invitations. Remove someone first.
- Each person needs their own account. An account can be signed in on two devices at a time, such as a computer and a phone. A login shared by several people keeps signing the others out.