Team
Everyone gets their own login. Techs only see the jobs assigned to their name.
Get your team on the app
Have them scan this with their phone’s camera, or send them the link. It shows how to add BrickByClick to their home screen; they sign in with their own login.
crm.brickbyclick.ai/get-app
Dan Smith
estimatesframing
owner@smithconstruction.com · last sign-in Oct 8
Linda Smith
office@smithconstruction.com · last sign-in Oct 8
Jake Smith
cabinetstiledrywall
jake@smithconstruction.com · invited, hasn't signed in yet
Owner: Everything, including team, integrations and billing.
Office: Everything except managing the team and integrations.
Tech: Only the jobs assigned to them, their calendar and notes.
Team line
Your team calls the number below from their own phone and says their PIN. The receptionist then tells them what’s left today, sends directions to their phone, clocks them in or out and takes notes on the job. Owners and office can also ask who’s free, hand a job to someone, move a visit, or ask how the business is doing. Anything that changes something is read back first.
Your team calls this number
(512) 555-0123
It’s your AI line’s own number, so it works even when your business number rings your phone first. Have them save it as “Office line”. Customers who call it still get your receptionist.
Uses your AI phone minutes: 42 of 300 this month. Over the limit, team calls get your normal receptionist.
- Dan SmithNot set up
- Linda SmithNot set up
- Jake Smith(512) 555-0199 · PIN set