User management
Add staff and set access.
Replaces a staff spreadsheet and a wall planner. A new engineer is productive on their first morning with exactly the access they need.
Roles, permissions, holidays and records for the whole crew.
Unlimited users at no extra cost. Field engineers see their jobs; office staff see the books; subcontractors get their own portal. Qualifications, training and DBS checks tracked to expiry.
Bring on a new engineer in ten minutes with exactly the access they need.
- Unlimited users at no extra cost — office staff, engineers, apprentices and subcontractors
- Invite by email; they set their own password and install the app
- Each user sees the work their role allows and nothing else
- Deactivate someone and their access ends immediately across web and mobile
Step 04 of the job: on site
The engineer taps "On my way" and the customer gets a text with an arrival window. On site: clock in, photos, the certificate for the job — EICR, Gas Safety, whatever the trade needs — signed on the device. No signal? It syncs later.
User management is one part of that step. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What does user management replace?
For most trade businesses, a staff spreadsheet and a wall planner. A new engineer is productive on their first morning with exactly the access they need.
Does user management work on a phone, and offline?
Yes. The mobile app is offline-first: records created on site are stored on the device and synced automatically, in order, when signal returns. Lofts, plant rooms and rural sites were the design brief.
Which plan is it on?
Every paid plan. User management is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
How long does it take to start using?
Minutes. Start a 14-day free trial with no card, pick your trades at sign-up, and user management is switched on with your trade's templates already in place.
Put user management to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.