Admin
Everything an Owner can do, except billing and ownership transfer.
Day to day
- Dashboard, customers, sites, assets and asset history.
- Jobs — scheduling, assigning technicians, and tracking progress.
- Quotes, invoices, payments, ageing and statements.
- Catalog and maintenance plans.
Settings
- Company profile, tax settings and document numbering.
- Industry templates and asset types.
- Members — invite staff and set their roles.
- The audit log.
Not available to Admin
- Billing and subscription management (owner only, once built).
- Transferring organization ownership.