By Role
What each role can see and do, with a daily-workflow walkthrough.
For Admin
For Admins
Configure billing, roles, integrations, vertical packs, and shop-wide policy.
For Dispatcher
For Dispatchers
Route, schedule, and dispatch field crews with the slot finder and the drag-and-drop board.
For Manager
For Managers
Plan work, watch margin, run the numbers, manage the team and the books.
For Technician
For Technicians
Your job list, check in on site, capture signatures, use parts, log time, finish offline.
For Customer
For Your Customers (Portal)
What your customers see: pay invoices, approve estimates, message you, book service.