Every team member, their own workspace

Five pre-configured roles. Each person sees exactly what they need — no more, no less. Set up your team in minutes.

How each role works

Sees all leads and orders. Creates new inquiries, schedules consultations, moves deals forward. Full pipeline visibility.

Sees only orders assigned for measurement. Fills in dimensions, attaches photos. Can't see prices or financial data.

Sees their installation schedule. Access to addresses, specs, and dimensions. Marks jobs as complete. No financial data visible.

Gets auto-notified when installation is complete. Sees order values, advance payments, and invoicing status. Creates invoice tasks.

Full visibility across all orders, all stages, all team members. Pipeline value, production queue, installation schedule — everything at a glance.

Pre-configured roles with access control. Just invite your people.