Every login has one of three levels. You’re billed per office login and per crew or sub login.

Level Can Can’t
Admin / Manager (the owner and managers) Everything: jobs, prices, invoices, settings, team, billing, net profit, job costs, approving commissions, setting sales goals, connecting Stripe/Square and the Google key. Only the owner’s own login can’t be changed by others.
Other staff (sales, production, office) The same menu as Admin / Managers: customers, jobs, measuring, worksheets and pricing, estimates, invoices, payments, tasks, calendar, team (staff, crews and subs), settings, billing, gross profit, seeing commissions. Net profit and job costs, approving commissions, setting sales goals, connecting payment or Google accounts, creating Admin / Manager logins.
Crew / Subs The phone app: the jobs they’re put on, the time clock (crews), notes and photos. Prices, other customers, anything in the office.

On anyone’s page under Team & logins you can also tick Sales rep (on the sales leaderboard and paid commission) and Sales manager (has a yearly goal measured on the team), give a job title, and set their cost per hour (used for labour cost; only Admin / Managers see it).


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