Core roles
Owner
- Full system access
- Manage billing & settings
- Invite/remove team members
- Access all data & reports
Business owners, administrators
Manager
- Create/edit jobs & schedules
- Manage customers
- Send quotes & invoices
- View payments & reports
Office managers, schedulers, coordinators
Technician
- View assigned jobs
- Update job status & add notes
- Capture photos & signatures
- Complete jobs on mobile
Field technicians, subcontractors, service staff
Role capabilities
Owner
- Full access to all features
- Manage billing and subscription
- Configure all settings
- Team administration
Manager
- Create and assign jobs
- Manage customer database
- Send quotes and invoices
- View financial reports
Technician
- View assigned jobs only
- Update job status
- Upload photos and signatures
- Mobile-first interface
Assign roles when inviting team members via Settings → Team → Add team member.
Best practices
- Grant Owner role only to people you trust with full system access and billing rights.
- Assign Manager role to office staff who schedule jobs and handle customer communication.
- Use Technician role for field staff who only need mobile access to their assigned jobs.
- Review team access quarterly—deactivate leavers immediately to keep data secure.
Run regular audits
- Review your team list regularly under Settings → Team.
- Remove inactive users or pending invitations that are no longer needed.
- Document who holds Owner and Manager roles for your records.
- Ensure each person has their own login—avoid sharing credentials.