Frequently Asked Questions

How do I invite a Contractor?

You can invite Contractors to work with you in FreshBooks so that they can track time and collaborate on Projects with you. Contractors, once added, can do the following:

  • Get their own 2-client account (1 client will be you)
  • Collaborate on a Project you invite them to
  • Track time towards Projects you invite them to

Inviting Contractors

There are three ways you can invite a Contractor: 

Dashboard

  1. Click on Dashboard from the left-side menu
  2. Click on the Invite button
  3. Select Invite Contractor
  4. Enter the email address in the To: field, and add a personal message if needed
  5. Click Send Invitation.

My Team

  1. Click on your avatar/circle in the top left corner
  2. Click on My Team
  3. Click on the Invite button, then click on Invite Contractor
  4. Enter the email address in the To: field, and add a personal message if needed
  5. Click Send Invitation.

Projects

  1. Click on Projects from the left-side menu
  2. Click on an existing project, then the Edit button, or create a new one with the New Project button
  3. Click the + circle in the top corner
  4. Select Invite a Contractor
  5. Enter the email address in the field
  6. Click Done to finish.

When your Contractor accepts your invitation and signs up, you'll also receive a notification (top right corner, bell symbol).