← All help & guides · Updated
Invite one person by email, then approve their access from your phone. They send, invoice and record payments; you keep the business. Free on every account. Works in the web app and the browser portal today; the iPhone and Android apps get it with their next update.
One seat. You need their email address.
Why it matters: the manager gets a login of their own, so you never share your password.

Nothing opens until you say so.
Why it matters: the owner’s approval is what hands the book to their device, end to end encrypted. QuoteIron cannot open your book.

You get a notification, then Approve or Deny.
Why it matters: the matching code is how you know it is really your manager, not someone who found the link.

Run the office. Not your business.
Why it matters: they can keep the books moving while you are on a roof, and you stay in charge of the business.

Quick fixes.
The invite expired. Invites last 72 hours. Remove the seat and invite them again.
“That email already has a QuoteIron account.” Use a different email for the manager.
“The seat is taken.” You have one seat. Remove the current login first.
I got no notification. Open Settings → ACCOUNT → Team. The request is waiting there.
“This device doesn’t hold your book key.” Approve from a device where your book is open.
The codes do not match. Tap Deny and ask them to try again.
Approving does not work. Use the backup path: on your phone open Settings → Add another device, and let them scan or paste that code at the bottom of their unlock page.
No. One office manager seat is included on every account, Free and Pro.
They have their own login, and the book stays yours. They work in your book, not a copy of it. Remove them any time and they are signed out right away.
No. They cannot touch billing, your card-payments (Stripe) connection, your subscription, deleting the account, or your logo, business name, address and license. Tap to Pay is for the owner only.
Send estimates and invoices, record payments, and send card or bank payment links. They can also work in your clients, jobs and price book. What they send counts toward your monthly job limit the same way yours do.
The web app and the office page in a browser today; the iPhone and Android apps get it with their next update. You approve from any device where your book is open.
Nothing opens. Their device just waits. You can tap Deny, or Remove their seat in Settings, Account, Team.
Related: Set up your request page · All help & guides
The whole thing works offline, on your phone, in about 90 seconds. Free for 5 jobs a month — then $15.99, cancel anytime.