1. Make the account
Open Corvin and choose Create Account. Signing up makes an organization with you as its owner. Everything you enter from then on belongs to that organization, and anyone you invite joins it rather than starting their own.
The setup wizard offers Try Team free for 30 days. Take it. It needs no card, it is one per business, and it turns on the dispatch board, texting, recurring work and online booking so you can judge the whole thing rather than the bottom of it.
When the 30 days end you drop to Solo Free. Nothing is deleted — your jobs, clients and invoices are all still there, and the features above simply stop until you pick a plan.
2. Get the crew in
Settings → Admin Panel → Users
- Choose Invite user, type their email, and pick a role: Technician, Member or Admin.
- Send invite copies the link to your clipboard. Text it to them or let the email carry it.
- They sign in with the address you invited, then open the link. If they sign in with a different address the link will not attach them, so tell them which one you used.
Your plan includes a set number of people. Adding one past that adds a seat to your bill rather than being refused, so you are never stopped mid-morning by a licence count.
3. Decide what each person sees
Settings → Permission Groups
A role decides whether someone can manage the business. A permission group decides what they actually see: whether a technician can open Finance, reschedule a job, or only read the one in front of them. Start from a template — Field Technician, Office, Job Planner / Dispatcher, HR — and adjust it rather than building one from nothing.
There are trade templates too. A weekend or part-time mechanic, for instance, can read every job but change none of them, which is usually what you want from someone covering a Saturday.
4. One client, one job
- Clients → Add Client. Name and phone are enough to start. The Notes field is the one people actually read later — gate codes, the dog, which door.
- Jobs → Add Job. Pick the client and set a scheduled date and time. Access & Entry Notes travel to whoever gets sent; Dispatcher / Intake Notes stay with the office.
- On site, the crew runs the timer, adds photos, ticks off the job form if you use one, and records the parts they fitted.
5. Bill it
Create Invoice on the job carries the work and the materials over, so the invoice is a review rather than a re-entry. From there you can record a payment at the counter, or send the customer a link and take a card.
When the signal goes
The phone, tablet and desktop apps keep working with no connection. Clients, jobs, parts, timers, materials and task lists are held on the device and pushed up when you are back in range — a basement, a plant room or a valley does not stop the day.
The browser version needs a connection. Crews who work out of coverage should use the installed app, not the web app.
Coming from other software?
Do not retype five years of customers. Corvin imports them, along with your jobs, quotes, invoices and payments.