Settings
Team
Who can see what. Techs only ever see their own jobs.
- DM
Dave Marchettiyou
owner@summitheatingair.com · (719) 555-0101
- RA
Renee Alvarez
renee@summitheatingair.com · (719) 555-0102
- MW
Marcus Webb
marcus@summitheatingair.com · (719) 555-0103
- TO
T.J. Okafor
tj@summitheatingair.com · (719) 555-0104
Adding people
Invitations need an authentication provider. Once Clerk is configured, people you invite land here automatically.
What each role sees
- Owner
- Everything, plus settings, ads, the assistant and billing.
- Office
- Calls, customers, jobs, estimates, invoices and the price book.
- Tech
- Only their own assigned jobs, and closing them out.