👁️
See How Your Team Will Work
Illustrative role guide, not a live account. Setup and workflow review come before protected release is enabled.

See How Your Team Will Work

Each role has a different view tailored to their job
👤

Field Team

Installers, Technicians
They See
  • "My Day" – Assigned, released work only; no unfinished office plans
  • Job address & customer info
  • Task status & notes
They Can Do
  • Mark task complete
  • Upload photo proof
  • Message manager
📋

Ops Manager

Scheduling & Coordination
They See
  • Pipeline – All jobs & status
  • Crew availability & capacity
  • Material status per job
  • Schedule conflicts
They Can Do
  • Assign crews to jobs
  • Reschedule as needed
  • Track material readiness
🛍️

Sales Rep

Creating Bids & Customers
They See
  • Bid creation workflow
  • Customer list & follow-ups
  • Pricing model for quotes
  • Accepted bids → scheduled jobs
They Can Do
  • Create new bids
  • Send to customers
  • Track lead status
💳

Purchasing

Materials & Vendors
They See
  • All purchase orders (POs)
  • Vendor list & status
  • Tracking & delivery dates
  • Material-ready status per job
They Can Do
  • Create new POs
  • Mark as received
  • Add cost/vendor notes
🔐

Admin / Owner

Full System Access
They See
  • Everything
  • All jobs & all roles
  • Reports & analytics
  • Team settings
They Can Do
  • Everything
  • Manage team members
  • Configure system
  • View all reports
Ready to get started?