- Owner: everything, including managing other owners and admins.
- Admin: everything except managing owners and admins.
- Sales + Tech: sales and field work combined. The full job board, invoices and payments, but only the leads and clients assigned to them. No settings or team access.
- Sales: their assigned leads, requests and quotes, and converting them to jobs. Sees invoices and payments only if Sales can see invoices & payments is on. Doesn't clock in.
- Tech: their assigned jobs and schedule. No prices anywhere, and no Clients, Leads, Quotes or Invoices lists. They do see contact info for clients on their own jobs.
Owners and admins are called managers in these guides. Managers see every lead and client. Only managers can delete, refund, charge a saved card, send payouts early, and open Expenses, Insights and QuickBooks.
If something's not working
A salesperson can't find a client.
Sales and Sales + Tech only see clients assigned to them. Open the client as a manager and assign them to that person.
My tech can't see prices on a job.
That's on purpose. Techs never see pricing. Change their role to Sales + Tech if they need it.