Every workspace is isolated at the database level. Roles control who sees and does what, a person approves anything that goes out, and an audit trail records it all.
Software that sends quotes or messages on its own, or lets anyone see everything, is a lawsuit and a payroll leak waiting to happen. Real shops need control: who can do what, what gets approved before it ships, and a record of every change.
Office, field, and owner each see exactly what they should. Nothing more.
The AI drafts, your team signs off before it reaches a customer.
Who saw or changed what, on every job, by default, and exportable anytime.
Decide what owners, office, and field can see and do, in a couple of clicks.
The AI prepares the work. Your team approves anything that goes to a customer.
Every action is logged to an audit trail you own and can export anytime.
“Nothing goes to a customer without a human saying yes. Every change is tracked: who did what, and when. So 'I thought the price was X' always has an answer. Trust isn't a feature here, it's the default.”
Only if you allow it. By default, a person approves anything that goes out. The AI drafts, your team signs off.
Yes. Role-based permissions mean field crews see their jobs and the office sees the books. Each role sees exactly what it should.
Every action is logged to a full audit trail by default, so you can always see who saw or changed what, on any job.
Yes. Your workspace is isolated at the database level and you can export everything at any time. No lock-in.
Per-workspace isolation, role-based access, human approval, and an audit trail are on by default. Those are the controls a real shop needs, without enterprise complexity.
Every pillar shares one workspace. The call becomes the estimate becomes the job, with nothing retyped in between.
Book a walkthrough and we'll set it up around your trade, services, and pricing.
Book a demo