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Admin & Team Management

Admin & Team Management

Run your whole operation from one place. Manage engineers, control permissions, and oversee every certificate.

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Manage Engineers

Add, edit, and organise your team of engineers from one central dashboard. Keep everyone's details, qualifications, and contact info up to date.

Assign Permissions & Roles

Control what each team member can access. Assign role-based permissions for certificates, invoices, quotes, and admin settings.

Shared Certificate Access

Give your engineers permission to view and send every certificate created across the business, so cover is always covered and nothing gets missed.

Invite & Onboard Team

Send invitations to new engineers and assign them to jobs in seconds. Get your team up and running without the paperwork.

Centralised Settings

Configure company branding, default templates, and business rules once, and apply them across your entire team.

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