Keep the day moving.
See business jobs, prepare estimates, handle customer links, assign work and schedule appointments. Pricing is visible; invoices and payment records are reserved for billing access.
Next action: resolve an unassigned job.One business.
Different days.
The owner is watching the whole picture. The installer needs the right job. Billing needs a clear handoff. Give each person a useful place to start.
OWNER / OPERATORRun the whole job.
Run the whole job.
Skip the extra handoffs.
Start in solo mode. Requests, approvals, schedule, installation evidence, invoices and balances stay in one workspace. New work is assigned to you without an extra acknowledgment step.
When the business grows, switch to team mode and add staff by their exact sign-in email.
A clear view of what’s next.
Awaiting approvalExample coupe · share the estimate
ScheduledExample SUV · check in and start
Balance dueCedar Grove Motors · follow up on $380
Fictional demonstrationPut the right work
in front of each person.
Use a responsibility preset, then adjust it for how your business actually runs.
Know the job.
Prove the finish.
See assigned work, acknowledge it, check the vehicle, report blockers and add photos or notes. Installation checks and completion evidence stay with the job.
Next action: confirm film and coverage.Business prices and payment records are hidden.Turn acceptance
into closeout.
See accepted work and invoice handoffs, create invoices, record deposits and payments, correct records with reasons, and archive settled jobs.
Next action: prepare an accepted job’s invoice.Coordinate and
help with the work.
Manage requests, assignments, scheduling and installation across business jobs. Add billing responsibility if the person also handles money.
Next action: resolve a blocker.RESPONSIBILITIES CAN OVERLAPPeople wear several hats.
People wear several hats.
Access should fit.
A lead installer can also handle billing for assigned jobs. A business administrator can manage daily work across the team. The owner keeps business settings, access management and exports.
Changes to responsibilities are enforced on the server. Team assignments, decisions, blockers and access changes retain names and times.
YOUR CUSTOMERA clear request.
Follow the customer handoffA clear request.
A simple response.
Retail customers and dealership contacts open the specific review link you share. They can see the selected scope and evidence, make the requested decision, and review the invoice when available.
No customer account is required. Anyone with the link can open its selected job details, so share it with the intended decision-maker and revoke it when needed.