Roles at a glance

Every person in Homeforce has one role. The role decides which pages they see and what they can change. You set roles in Users and permissions.

#The roles

• Owner: everything, including the plan, billing, Labs and signing people out of their devices. There's one owner per company.
• Admin: everything except the plan, billing and signed-in devices. Good for an office manager or GM.
• Dispatcher / CSR: customers, leads, booking, dispatch, invoices and collecting payments. Doesn't see costs, margins or pay.
• Sales / Comfort Advisor: leads, customers, estimates, invoices and their own sales numbers. No costs. Can be limited to their own pipeline.
• Project Manager: all jobs and projects, crews, change orders, job costing, and approving timesheets. Doesn't see leads.
• Accounting: invoices, payments, refunds, payroll, P&L, accounting sync, exports and the audit log. Views estimates but doesn't edit jobs.
• Technician: jobs they're assigned to, plus estimates, invoices and payments on those jobs, and their own time. Sees prices but never costs or anyone's pay.
• Subcontractor: only the work on jobs they're assigned to, and their own time. No customer list, money or messages. Subcontractors only use the field app.

#Quick comparison

	Owner	Admin	Dispatch / CSR	Sales	PM	Accounting	Tech
Leads	✓	✓	✓	✓	—	—	—
Dispatch others	✓	✓	✓	—	✓	—	—
Costs and margins	✓	✓	—	—	✓	✓	—
Refunds	✓	✓	—	—	—	✓	—
Payroll	✓	✓	—	—	✓	✓	—
Edit pricebook	✓	✓	—	—	—	—	—
Settings	✓	✓	—	—	—	—	—
Invite people	✓	✓	—	—	—	—	—
Plan and billing	✓	—	—	—	—	—	—

#Extras you can turn on

• Runs estimates: lets someone who isn't a sales rep take estimate appointments.
• Sales reps see only their own pipeline: limits sales reps to leads assigned to them and estimates they wrote or sold.

Both are on the Users & roles page.

#Customers

Customers never get a login. Each estimate, invoice or photo report you send has its own secure link that opens only that record.