Owner / Admin
Owners and admins share the office tools: customers, schedule, jobs, estimates, invoices, inventory, team, and billing.
Navigation
Section titled “Navigation”On a computer, the left sidebar includes:
- Today — home
- Jobs, Schedule, Customers, Estimates
- Invoices, Inventory, Team (owner/admin)
- Account, plus settings: Billing, Price book, Import, Integrations
On a phone, the bottom tabs are Today, Jobs, Schedule, Stock, and More (customers, estimates, invoices, team, billing, and the rest).
Start-of-day loop
Section titled “Start-of-day loop”- Check Today and Schedule (week or day).
- Assign unscheduled jobs and set times.
- Open Today’s route when you want stop order (needs maps/network).
- Let techs run the job on the truck: status, notes, photos, parts, estimates.
- When a job is Completed, create and send the invoice.
Company isolation
Section titled “Company isolation”Every customer, job, note, and technician belongs to one company. You will not see another shop’s data. If a tech was invited to the wrong company, revoke and re-invite from the right owner account.
Demo HVAC Co
Section titled “Demo HVAC Co”If you are in a sales walkthrough, you may see Demo HVAC Co. That is seed/demo data, not a customer’s live shop. Do not publish demo logins.