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TroubleshootingAll users

Can't sign in or reset your password

Three sign-in pages (business, crew, customer), what each rejects, and how to reset a password from each.

TroubleshootingOwner or office staff

A customer can't sign in to the portal

Work through the five usual causes: no invite yet, expired invite, wrong sign-in page, wrong email or phone on the record, or a business account using the same email.

Crew AppCrew member

Sign in to the crew app

Accept your invite, set a password, and sign in at app.zentive.io/crew/sign-in. Then install the app and turn on notifications.

Customer PortalService customer

Sign in to the customer portal

Three ways in: the invite from your provider, the access link, or email or phone plus password at app.zentive.io/customer-portal/sign-in. What the portal shows once you are in.

Getting StartedOwner or office staff

Set up Zentive and save your first quote

For new trial and paid accounts: save your business details, services, one customer, and a draft quote. Already signed up? Start with the four essentials.

Settings & Company SetupOwner or office staff

Add a co-owner or office user

Settings → Team invites a second owner-level login for a partner or office manager, separate from crew employees, and lets you remove it later.

Jobs & SchedulingOwner or office staff

Add and manage employees

Add office or field employees, update their information, and make sure they have the correct Zentive access.

Jobs & SchedulingOwner or office staff

Assign a crew to a job

Assign or reassign a crew from the job wizard, job page, Dispatch Center, or Calendar, and what Needs Crew, Assign to me, and conflict warnings mean.

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