Users & roles
Provision admins, dispatchers, billing clerks, technicians, and portal customers with the correct policy gates for Ops, Admin-only screens, and customer isolation.
Command center for administrators
Admins orchestrate users, catalogs, branding, and the accelerated Admin Portal where dispatchers create customers, spin up work orders, assign technicians, and nudge statuses without hopping between five different tools.
Technicians & route zones
Maintain specialties, daily capacity, and territory membership so dispatch boards and optimization routines have clean inputs.
Workflows & work items
Keep templates and billable/task line items aligned so estimates and invoices stay structured as the business grows.
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Brand the experience
Upload your navbar logo and align demo vertical presets so every stakeholder sees familiar language during pilots.
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Prime operational data
Use demo datasets or your CSV/SQL import strategy—either way, Admin Portal forms are ready for rapid order entry.
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Delegate safely
Dispatchers share most scheduling surfaces without gaining destructive admin powers; billing stays focused on money artifacts.