Invite a teammate
Invite a user into the right business workspace.
FEATURE / TEAM HUB
One team hub
Owners, dispatchers, technicians, accountants and clients each see the work relevant to their role.
HOW THE WORKFLOW RUNS
A practical workflow, not another disconnected tool.
Assign the role
Choose permissions suited to their responsibilities.
Work together
Technicians update assigned visits while admins manage operations.
BUSINESS VALUE
Keep information close to the work.
Coordinate without exposing unnecessary customer and finance data.
Start a workspace →CONNECTED FEATURES
The rest of your service operation.
Jobs & work orders
Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
Discover feature →Drag-and-drop scheduling
Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.
Discover feature →Recurring visits
Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
Discover feature →OPERATIONAL GUIDANCE
What to check before this goes live.
A connected workflow is only useful when the people, data and configuration around it are reliable.
Data quality
Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.
Correct permissions
Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.
Production validation
Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.
TRY THE WORKFLOW
Keep learning connected to doing.
Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.
COMMON QUESTIONS
Answers before you commit.
What does One team hub mean in ZelvotriX?
Owners, dispatchers, technicians, accountants and clients each see the work relevant to their role.
Is this feature available in the web app?
This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.
How do roles affect the workspace?
Server-enforced permissions restrict access to customers, scheduling, finance, reporting and administration.
Can customers be invited?
A business may invite linked customer accounts for authorised self-service access.
Will staff see other businesses’ jobs?
Workspace records are tenant-scoped; cross-organisation access requires explicit membership.
MAKE ROOM TO GROW
Create your workspace ↗Bring the whole workday into focus.
Keep your people, customers and work moving on one platform.