Everyone here works in this workspace. Give each person a role — an estimator who never sees invoices, a foreman who runs the site without seeing margins, a sub who sees the schedule and nothing else.
Invite someone
They'll get an email with a join link. They sign in (or create a free login) with that email address, and land directly in this workspace. Up to 10 people.
Members
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Pending invites
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Discount approvals
An estimate saved below this markup, or with a discount line (a negative price), waits for someone with Approve discounts before it can be sent. Leave blank to only check discount lines.
What each role can do
Everyone sees jobs, the schedule, the site log and deficiencies, and logs their own time. Billing and the team stay with the owner. Money, Estimates, Edit rates, Manage time and Client contacts are enforced by the database itself; Send to clients by the server; See margins and Approve discounts by the app, because they live inside the estimate.