The right people with the right access
Invite the people who work with you and give each one a role, with seats that follow your plan and availability kept in the same directory.
No card required. Cancel any time.
- Dana WhitfieldDispatcherActive
- M. OrtizTechnicianActive
- R. SinghTechnicianInvited
Access follows the role, not a conversation
Owner, admin, dispatcher, technician, and restricted access decide what each person can see and do, and the rules are enforced on the server.
- Owner, admin, dispatcher, technician roles
- Financial and administrative records limited to supervisors
- Technicians see the jobs assigned to them
- All jobs in the org
- Invoices and payments
- Manage team and plan
- Own assigned jobs
Seats that match the plan you bought
Each plan carries a fixed number of active users — three on Starter, ten on Grow, twenty on Business — so nobody is added past the plan you are paying for.
- 3, 10, or 20 active users by plan
- Invite by email with the role chosen
- Membership changes kept in the audit trail
Each active user counts against the plan you bought.
Working hours and time off in the same place
The team directory holds each technician's working hours and recorded time off, which the schedule reads before a visit is booked.
- Working hours per technician
- Time off recorded against the person
- Used by the schedule when booking
- M. Ortiz08–1608–16Off08–1608–16
- D. Blake07–1507–1507–1507–1507–15
- R. Singh09–17Leave09–1709–1709–17
What it changes for your business
People see what their role needs
Seats tracked against the plan
Fewer "who has access to this" questions
Availability in the same directory
Works alongside
Communications
Portal access, a customer message inbox, and saved replies, so what you told a customer stays on their record instead of in someone's phone.
Learn moreAnalytics
Collected revenue, outstanding balance, job completion, lead conversion, and the open estimate pipeline, with trends and status breakdowns.
Learn moreAutomations
Automation rules with a run history, and recurring service agreements that generate the next job on schedule instead of being remembered.
Learn morePut team to work
One platform for customers, jobs, scheduling, invoicing, and reporting. Start with a 14-day free trial — no card required.