Roles

A job passes through more hands than the person who priced it. The owner, the estimator, whoever answers the phone, the crew on site and whoever does the books all work from the same document — each seeing the part of it that is theirs.

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OwnerFULL ACCESSEverything is on by default — every job, every payment, plus who else can do what.✓Every job, every payment✓Team and company settings✓Who else can do what
AdminRUNS THE WORKEverything on the job — quotes, pipeline, clients and payments — except the seats and the company settings.✓Send, move and record it all✓Payments and finances✓Every client and contact
EstimatorPRICES AND SENDSWrites documents, prices them off the rate book and sends them. Money and team stay out of reach.✓Write, price and send✓Move the pipeline✓Photos up from the site
FieldON SITEOpens the job on a phone, sees the scope and the contacts, uploads photos — and changes nothing.✓The job, open on a phone✓Contacts and projects, read✓Job photos from the van

Capabilities

Four seat types, ten actions — the same contract the product prints on its Team page. Enforcement arrives with multi-seat accounts, so the matrix is published before the switches are.

Capability
OWNER
ADMIN
ESTIMATOR
FIELD
Create & send quotes
✓
✓
✓
—
Move pipeline stages
✓
✓
✓
—
View projects
✓
✓
✓
✓
Upload job photos
✓
✓
✓
✓

Workspaces

Every pair of hands a job passes through, and what each of them comes here for.

OwnerMargin, what is signed and what is owed, without asking for a report.
EstimatorDescribes the job, checks the rate book and sends it the same afternoon.
Sales repRuns it from first call to signature and knows which quotes are live.
Project managerWhat is approved, what is waiting, and what the client was told.
PurchasingOrders against the signed quantities, so takeoff and invoice agree.
Office managerChases the signature, files what came back, knows where each job stands.
ForemanOpens the work order on a phone: scope without prices, changes raised on site.
Field techWorks from the same scope and takes a payment at the door.
BookkeeperReconciles what came in against what was invoiced, receipts attached.
SubcontractorGets the part of the scope that is theirs on a link, and nothing else.
Service managerKeeps renewals, callbacks and annual maintenance quotes moving.
ClientOpens a link, reads it, signs and pays the deposit. No account needed.

Questions

No. A workspace starts with one full seat, and most solo operators wear several of these hats in the same afternoon. The roles describe how the document is used, not who you are allowed to be.

Teamwork
Documentation

Start with one seat and the whole document chain, and let the crew and the client work from a link. Multi-seat lands on this same workspace.

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