The right access for every role
Owners, office staff, dispatchers, PMs and technicians each get a tailored view — with pricing and financials visible only where appropriate.
- Tighter control
- Faster onboarding
- Cleaner data
The right access for every role
Owners, office staff, dispatchers, PMs and technicians each get a tailored view — with pricing and financials visible only where appropriate.
- Tighter control
- Faster onboarding
- Cleaner data
What it changes for the business
The operational and financial difference contractors see once this is running.
Tighter control
Set access by role so sensitive costs, margins and customer details are available only to the people who need them.
Faster onboarding
Assign new staff to an appropriate role so they can reach the tools and information for their work without configuring access individually.
Cleaner data
Limit editing permissions to the relevant team members, helping prevent accidental changes while keeping everyday work accessible.
Inside User Role Flexibility
The parts of this module your team will touch every single day.
Granular permissions
Control who sees costs, margins and customer data.
Role-based experiences
Less clutter, faster work, fewer mistakes.
Onboarding in minutes
Add a new starter to a role and they're ready.
Where this fits in the job lifecycle
Information moves in one direction — forward — with no re-entry between stages.
- Step 1
Customer
Request captured
- Step 2
Estimate
Scope and price
- Step 3
Job
Scheduled and dispatched
- Step 4
User Role Flexibility
Where this feature works
- Step 5
Invoice
Billed from real data
- Step 6
Reporting
Margin visible
Frequently asked questions
Still unsure? A 30-minute demo answers most of it.
Run User Role Flexibility on your next job.
Book a live demo with someone with someone who has actually run jobs.