Owner
Full access to every screen, plus anything limited to the account owner.
Day to day
- Dashboard — an overview of today's jobs and what needs attention.
- Customers and their sites, assets and asset history.
- Jobs — scheduling, assigning technicians, and tracking progress.
- Quotes — build, send, and track acceptance or decline.
- Invoices and payments, including ageing and statements.
- Catalog — services, categories and the price list.
- Maintenance plans — recurring service schedules per asset.
Settings
- Company profile and tax settings.
- Document numbering (quotes, invoices).
- Industry templates and asset types.
- Members — invite staff and set their roles.
- The audit log of every change made in the organization.
Owner-only
- Only the owner role can transfer ownership of the organization.
- Billing and subscription management are being built and will also be limited to the owner.