How do I add my technicians and what will they see?

On your Mentat account page, pick a technician from the list of your Jobber users and send the invite. The technician gets an email with a sign-in link that works for about a day. Once they sign in, the jobs assigned to them in Jobber show up in Mentat each day, and they can start recording.

Adding a technician

  1. Open the account page. Jobber has to be connected first, because the list of people to pick from comes from Jobber. How do I connect Jobber to Mentat?

  2. Find the technician list and tap to add one. You get a picker showing the users on your Jobber account.

  3. Pick the technician. Their name and email come from Jobber. You do not type either.

  4. Send. They show up on your roster as pending.

Two things stop the picker cold. A Jobber user with no email address on file cannot be invited, because there is nowhere to send the link. Add their email in Jobber and that user becomes pickable. And a user you have already added does not appear again, so if you cannot find someone, check whether they are already on the roster.

The email they get

The invite comes from Mentat, not from you, and carries one link. Tap it and the technician is signed in.

The link is good for about a day. If they do not tap it in time, the roster shows them as expired and you resend. My technician's invite expired. Now what?

Tell your tech to open it on the phone they carry on jobs, since that is where they will use Mentat.

The roster

Each technician shows as one of three things. Pending means the invite is out and they have not tapped it yet. Expired means the link ran out. Active means they have signed in.

A pending invite can be cancelled. An active technician can be removed.

Until a technician is active, their jobs do not appear and they cannot record.

What they see once they are in

Their Mentat shows each day's visits assigned to them in Jobber. An empty Jobber schedule means an empty Mentat.

The technician taps a job and sees a briefing of what the office knows about that property and prior visits. Then they record a voice memo about what they found and send it, or call it in to the number in the app when there is no signal.

The activity page shows everything they have captured and their streak. A technician never sees prices or money in Mentat. When a memo of theirs becomes a quote, an email says so, with their name on it.

What happens to their memo, written for them: What happens to my memo after I send it?

If it didn't work

Your tech is not in the picker. They are not a user on your Jobber account, or have no email in Jobber, or are already on your roster.

Your tech says they never got the email. Check the email on that Jobber user is the one they actually read. Have them look in spam. Then resend from the roster. If the address in Jobber was wrong, cancel the invite and invite again after fixing it; resend keeps the old address.

Your tech signed in but sees no jobs. Nothing is assigned to them in Jobber for today. Assign a visit and it appears.

The invite expired. Resend from the roster. My technician's invite expired. Now what?

Last updated 2026-09-21