Building Your Private Technician Network
Invite technicians you trust so you can dispatch them directly — no marketplace posting, no platform fee.
Your private technician network is your own roster of trusted technicians — subcontractors, 1099 techs, or companies you've worked with before — that you can dispatch to directly. This system is designed for companies who have built their own network of technicians off platform. You should not solicit existing Service Envoy techs to join your private network to bypass the Marketplace system. Inviting a technician sends them an invite so they can create a Service Envoy profile, and link their Service Envoy account to your network so you can route work to them through the Private Network lane with no marketplace posting and no platform fee. (This is part of the Technician Network add-on.)
Where to find it
Go to Technicians and open the Network & Invites tab. At the top, "What technicians in your network can see" summarises what you're sharing with them. Below that, "People you've invited" is your invitation roster, and Linked Companies lists every independent technician and company that has accepted and joined your network.
Two ways to invite
1. Invite one technician. Click Invite Technician, pick the technician's country, and fill in their name, email, mobile phone, and address. The email is the only thing strictly required to send the invite — it's where the invitation link is delivered.
2. Import a list (CSV). Click Import CSV to add many technicians at once. Your file needs a header row with these columns: first name, last name, email, mobile phone, address, city, state, zip, country. The importer is forgiving about headers — "mobile", "cell phone", or just "phone" all map to the mobile field; "postal code" maps to zip; "region" or "province" map to state. Leave country blank for U.S. technicians, or use the two-letter ISO code (e.g. "GB") for international ones. By default, "Send an invite email to each imported technician immediately" is checked — uncheck it if you want to add people to the roster now and send invites later.
Seats and invitations
Your Technician Network add-on comes with a number of seats. A seat is used by every independent technician and every technician company in your network and by every invitation still waiting for an answer, so five seats can't be spread across fifty invitations with the shortfall landing on whoever accepts last. A company whose technicians you have deactivated doesn't use a seat; reactivating one of them takes a seat again, so it needs a free one. The line above the roster shows where you stand: how many seats are used, how many of those are invitations nobody has answered, how many inactive technicians aren't counted, and how many are free.
When you're out of seats, the invite is refused with a message saying how many you're using and how many are invitations nobody has answered yet. Importing a CSV still adds every row to your roster, but stops sending invites when the seats run out and tells you how many were added without an invite.
The Invitations card on the Network & Invites tab lists every invitation you've sent — Pending, Accepted, Revoked or Expired — and how many are still pending. Revoke stops an invitation link working immediately and frees its seat; you can always send a new one later. Re-sending an invite to someone on your roster automatically revokes the older one, so a person never holds two seats.
An invitation sent to a specific email address only works for that email. A shareable code with no email on it works for anyone you give it to.
Set how you pay them
Once you have the Technician Network add-on, set your payment terms and payment method on your own company's client profile, on the Billing tab. Only Owners, admins, project managers and accounting users can open that tab. Until it's done, those same users see an amber Set how you pay your network technicians banner on the dashboard and on the Network & Invites tab, with a Set payment terms button. Technicians see those terms before they accept work, and every approved site visit gets its due date from them. See Paying Your Network Technicians & 1099s for how due dates and fees work.
The invitation roster
Every technician you reach out to gets one row in the roster, and the row stays there even if they never sign up — so you can re-send or remove them at any time. The Status badge tracks the invitation lifecycle:
Not invited — added to the roster, but no invite email sent yet.
Invite failed — the email couldn't be delivered (check the address and re-send).
Invited — the invitation email has been sent and nothing has come back yet.
Signed up — not joined — they have a Service Envoy account, but they are not in your network. See below; this one usually needs no chasing.
Accepted — they answered the invitation.
Active — they're in your network and available to dispatch.
Inactive: a technician you deactivated. They don't use a seat. The row stays so you can see you did it, and it's reversible.
Each row has a small set of actions:
Send / re-send invite (envelope icon) — emails the technician their invitation link.
Copy invite link (link icon) — copies the technician's personal join link to your clipboard so you can send it however you like (text, your own email, etc.).
Reveal tax ID (eye icon) — shows the stored tax ID, when one exists, for your 1099 recordkeeping.
Remove (trash icon): takes someone off your invite list. If their invite hasn't been accepted yet, it's cancelled and its seat is freed. Technicians who have already joined don't have a trash icon: deactivate them instead, which frees their seat.
When someone signs up but never joins
Occasionally a technician opens the invitation and creates their account, but never clicks to join, so they don't end up in your network.
That used to be invisible. The row simply read Invited forever, exactly like someone who never opened the email, so "chase them" and "they're already here" looked identical to you.
Now the row reads Signed up — not joined, with the date they signed up on hover. You don't need to do anything. The technician sees a banner on every page of their own account — "[Your company] invited you to join their technician network" — with a Join now button. The row flips to Active as soon as they use it. If you'd rather prompt them directly, Copy invite link still works: it's the same invitation, and it stays valid.
What the technician does
From the technician's side, joining is self-service:
1. They open their invitation link and see that your company has invited them to join your network.
2. If they don't have a Service Envoy account yet, they sign up and create their own — it's theirs, and one technician can belong to several companies' networks.
3. They don't need a W-9 to join. The join page tells them a W-9 will be needed before you can send them work or pay them, and that you'll be able to see it to issue their 1099. They complete it from their own profile, so their tax ID is captured by them, not by you.
4. They click Accept & Join Network, and their company appears in your Linked Companies list.
5. If anything interrupts that sequence, the banner described above picks it up on their next visit. They never need the original email again.
An independent technician accepts for themselves. A technician who works for a company can't: joining commits that whole company, so it has to be done by someone there with an owner, admin or staff login, not by a technician-only login. You get a notification and an email when an invitation is accepted, and again if a company later leaves your network.
Getting a technician "ready to work"
Joining your network links the two companies, but a technician isn't dispatchable until their profile is complete. The roster flags anyone who's joined but is still missing something. Until they're ready, you can't offer them work: they still appear in the routing list, marked Not activated yet with what's missing, but they can't be selected. You also can't record a payment to a technician whose company has no W-9 on file. To be ready, a technician needs:
An address and a contact on their profile.
A completed W-9 (U.S. technicians).
A verified insurance certificate for your company — only if you publish insurance requirements.
When some of your joined technicians are missing requirements, an amber banner appears above the roster with an Email N technicians button. It sends a friendly nudge (you can add your own note) listing exactly what each person still needs. The count follows whatever you've filtered the table down to, so you can target a specific group.
Removing a technician or a company — and bringing them back
You can remove a single shared technician, or a whole company from Linked Companies. A company can also leave your network on its own. Either way:
Every open offer to them is withdrawn, and they're told.
Site visits already assigned to them are not changed automatically. Service Envoy tells you which ones they still hold, so you can open each and unassign or reassign it.
A company you removed can't get back in by using an old invitation code. Only you can bring them back: removed companies stay listed under Linked Companies with a Restore button (it needs a free seat). A company that left on its own can rejoin with a new invitation.
What your technicians can see about you
A technician in your network gets a page for your company. By default it shows your company name and nothing else — no phone numbers, no addresses, no documents. Everything else is opt-in, one record at a time.
To share something, open your own client profile and tick "Visible to technicians" on the individual record:
Contacts — your dispatcher, your after-hours number, whoever they should call from site.
Addresses — your office, a warehouse they collect parts from, a yard.
Files — scope-of-work standards, safety requirements, badge instructions, close-out templates.
The tick box is per record, so you can publish one phone number and keep the rest internal. Anything you don't tick is never sent to them. Internal notes on a contact or an address are never shared, whatever you tick.
The card at the top of the Network & Invites tab tells you where you stand — how many contacts, addresses and files you're sharing, and how many technicians are receiving them. When you're sharing nothing it turns amber and says so, because "nothing shared" and "something's broken" otherwise look the same. Choose what to share takes you straight to the client profile where the tick boxes live.
Note the audience before you tick: these are outside technicians who have joined your network, independent or with another company, not your own employees.
Separately from your company page, a network technician only ever sees the site visits assigned to them. They never see your Client Pay, your billing status or what you charge your client — only their own pay.
What it looks like from the technician's side
On their Clients page, a technician who has joined your network gets a Private Network Clients tab beside their own Clients tab. It lists one row per network they've joined, showing your company name, your primary contact with phone and email, your location, how you pay them, what you've shared with them, and when they joined. Only what you've marked visible to technicians appears there. Opening a row shows your company name and everything you've marked visible. It's read-only: they can call a contact, get directions to an address, and open a file, but they can't change anything.
A technician working with several companies sees one row each, and each company controls what its own row shows independently. If you haven't marked a contact, address or file visible, those columns stay blank for your row.