Role-Based Access
Right Access for Each Role
Not everyone needs access to everything. Set up roles that match how your team actually works, with permissions that make sense.
Admin
Full access to all features, settings, and billing
Estimator
Create and send quotes, view customer info, access AI analysis
Office Staff
Manage customers, schedule follow-ups, limited pricing access
Crew Lead
View assigned jobs, update job status, add completion photos
User Accounts by Plan
Professional
For growing teams
5 users
Enterprise
For large operations
25 users
Team Collaboration Features
Keep your whole team connected and productive.
Multiple User Accounts
Add estimators, office staff, and crew leads with their own login credentials.
Role-Based Permissions
Control who can create estimates, view pricing, manage customers, or access admin features.
Activity Visibility
See what your team is working on, which quotes are pending, and job status at a glance.
Secure Access
Each team member has their own secure login. Revoke access instantly when needed.
Performance Tracking
Monitor quote-to-close ratios, response times, and individual productivity.
Workload Distribution
Assign leads and quotes to specific team members to balance workload.