Give everyone exactly the access they need
Set up roles with the right permissions. Office staff, techs, and managers see what they need—nothing more.
Coverage
Keep distributed operations visible without flattening every scenario into the same card
Use mixed-size support cards to reinforce trust, compliance, and local execution across a larger operating footprint.
Step 1
Set up roles
with appropriate permissions
Step 2
Add users
and assign roles
Step 3
Users access
only what their role allows
Operating across regions with JobsiteOn.
Module 1
Pre-built roles
Start with common roles like Admin, Office, and Tech.
- Admin role
- Office manager role
- Technician role
Module 2
Custom permissions
Create custom roles with specific permissions.
- Feature-level controls
- Read vs write access
- Approval permissions
Module 3
User management
Add and manage users with role assignment.
- Easy onboarding
- Role assignment
- Deactivation
Module 4
Multi-location support
Manage users across multiple locations.
- Location-based access
- Shared users
- Reporting by location
Integrate your operations across JobsiteOn
Platform
Know who changed what, and when
Track critical changes, approvals, and edits across JobsiteOn. Maintain accountability without micromanaging.
ExplorePlatform
Reporting that shows what to fix next
Stop guessing. JobsiteOn Reporting connects your quotes, jobs, schedules, and payments so you can see what's working and what's slipping.
Explore“Switching to JobsiteOn for team gave our team the visibility we were missing. Role-based access alone saved us hours every week — and now everything from the first quote to the final invoice runs through one system.”
Put team into one connected workflow
Use the same quoting, job, invoicing, and reporting system across the office, the field, and the customer experience.