Detailed documentation for each role. Find your role below.
Full system access and administration. Admins manage everything—properties, team, finances, and company settings.
- Create, edit, and delete all properties
- Manage all team members and roles
- Access and modify company settings
- View and manage all financial data
- Configure integrations and billing
- Access audit logs and system reports
| Task |
How |
| Review pending appointments |
Dashboard > Pending Acceptance card |
| Check team status |
My Team page |
| Monitor finances |
Finance > Overview |
| Add team members |
My Team > Invite Member |
| Configure settings |
Settings page |
- Company setup: Configure company info, branding, billing
- Team management: Invite, assign roles, remove members
- Property management: Add properties, connect calendars
- Financial oversight: Review transactions, generate reports
- Assign at least two admins for backup access
- Review role assignments quarterly
- Keep company information current
- Document processes for your team
Day-to-day operations management. Managers handle properties, scheduling, and team coordination without full admin access.
- Create and manage properties
- Schedule and assign appointments
- Manage team assignments
- View financial data
- Access reports and analytics
- Configure operational settings
- Manage company billing
- Delete properties
- Change company-level settings
- Remove admin users
| Task |
How |
| Review calendar |
Calendar page |
| Assign appointments |
Calendar > New Appointment |
| Check pending items |
Dashboard > Pending Acceptance |
| Review service reports |
Reports page |
| Monitor inventory |
Inventory page |
- Scheduling: Create appointments, assign to team
- Quality control: Review service reports, follow up
- Team coordination: Communicate via comments
- Inventory: Monitor stock, create restocks
- Start each day reviewing the dashboard
- Check pending acceptance regularly
- Follow up on declined appointments quickly
- Use comments for team communication
Complete assigned services and submit reports. Service providers focus on doing the work.
- View assigned appointments
- Accept or decline assignments
- Mark appointments in progress
- Complete service reports
- Upload photos
- Update inventory during service
- Add comments
- Create appointments
- Delete records
- Access financial data
- Manage team members
- Configure settings
| Task |
How |
| Check today's tasks |
My Tasks page |
| Accept pending assignments |
My Tasks > Accept |
| Start appointment |
Scan QR or tap Start |
| Complete service |
Complete Service button |
| Submit photos |
During completion or Report Images tab |
- Accept assignment: Review details, accept or decline
- Start service: Arrive, scan QR or mark in progress
- Complete service: Fill checklist, ratings, notes, photos
- Submit report: Complete and send to owner
- Accept/decline promptly (within 24 hours)
- Read property notes before arriving
- Take before/after photos
- Document all issues found
- Complete reports thoroughly
View owned property information. Property owners have visibility into their properties without operational access.
- View your property details
- See appointments for your properties
- Review service reports
- View financial data for your properties
- Access property images and documents
- Edit property details
- Create or modify appointments
- Manage team members
- Access other owners' properties
- Configure system settings
| Task |
How |
| Check property status |
Properties page |
| Review upcoming appointments |
Property > Appointments tab |
| View service reports |
Reports page |
| Check finances |
Finance page |
- Property monitoring: Check status, upcoming services
- Report review: Review completed service reports
- Financial tracking: Monitor income and expenses
- Check service reports after each completion
- Review financial summaries monthly
- Contact your manager with questions
- Keep contact information current
Financial management and reporting. Bookkeepers focus on transactions, reconciliation, and financial reports.
- View and edit transactions
- Categorize income and expenses
- Connect and sync bank accounts
- Generate financial reports
- Export financial data
- View all financial analytics
- Create or edit properties
- Manage appointments
- Access team management
- Configure non-financial settings
| Task |
How |
| Review new transactions |
Finance > Transactions |
| Categorize uncategorized |
Finance > Transactions > Filter uncategorized |
| Match bank transactions |
Finance > Bank Integration |
| Generate reports |
Finance > Reporting |
- Transaction entry: Add income and expenses
- Categorization: Assign categories to transactions
- Bank reconciliation: Match imported transactions
- Month-end: Generate and review reports
- Categorize transactions daily
- Match bank transactions weekly
- Generate reports monthly
- Keep categories consistent
- Export regularly for backup
Read-only access to information. Viewers can see everything but change nothing.
- View properties
- See appointments and calendar
- Read service reports
- View team members
- Access analytics and reports (view only)
- Create, edit, or delete anything
- Accept appointments
- Submit reports
- Access financial data
- Configure any settings
- Trainees: Learn the system before getting full access
- External reviewers: Auditors, consultants
- Temporary access: Short-term visibility needs
- Explore the interface to learn navigation
- Ask questions when you don't understand
- Request role upgrade when ready for more responsibility
Contact your administrator to request a role upgrade. Be prepared to explain:
- What additional access you need
- Why it's needed for your work
- What tasks you'll perform
Administrators can downgrade roles at any time:
- Navigate to My Team
- Find the team member
- Click three-dot menu > Edit Role
- Select new role
- Save
Changes take effect immediately.