Every team member, their own view
Salespeople see leads. Measurers see scheduled measurements. Installers see their jobs. The accountant sees invoices. The owner sees everything.
Roles that match your team
🤝
Sales Manager
Sees all leads and deals. Creates orders, sets appointments, moves deals forward.
📐
Measurer
Sees only orders assigned for measurement. Fills in specs, attaches photos, confirms dimensions.
🔧
Installer
Sees their installation schedule. Marks jobs as started and completed. Uploads completion photos.
💼
Accountant
Gets notified when installation is done. Generates invoices, tracks payments, sees financial overview.
👁️
Owner / Director
Full visibility. Dashboard with pipeline value, team workload, overdue orders, and revenue.