Admin
Full system oversight and configuration.-
User Role Management – Create, edit, or disable user access across roles.
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Inventory & Resource Controls – View, adjust, or reorder inventory company-wide.
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Settings & Integrations – Configure policies, branding, warranty details, and QuickBooks/API sync.
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Product Management – Add and manage products and materials that are available for installation.
Branch Manager
Oversight and management within their own account.-
User Role Management – Create, edit, or disable user access for those in their account.
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Inventory & Resource Controls – View, adjust, or reorder inventory company-wide.
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Settings & Integrations – Configure policies, branding, warranty details, and QuickBooks/API sync.
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Product Management – Add and manage products and materials that are available for installation.
Sales
Sell smarter with tools built forconversion and customer insight.
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Proposal Builder – Quickly generate polished, branded proposals with upsell options.
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Lead & Opportunity Tracking – Manage prospects with CRM-style win/loss analysis.
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Bundle Comparison Tool – Present high-end vs. budget builds to clients visually.
Project Manager
Plan, assign, and execute with total visibility into your team's workload.-
Project Timeline (Gantt View) – Manage schedules, task dependencies, and milestones.
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Inventory & Task Sync – View real-time product availability alongside project phases.
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Assign Installers & Track Progress – Match installers to jobs and follow daily logs.
Installer
Your schedule, tasks, and tools—streamlined for the field.-
Assigned Job List – View all current and upcoming installs by date and location.
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Daily Log Submissions – Quickly upload notes - complete with attached images and markup, hours, and job status updates.
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Checklist View – Clear task-by-task tracking for each assigned project.
Customer
Proposal Access-
Customer recieves link to Proposal. Can review the proposal, approve, make changes and learn how to make payments.