Different people. A business that works together.

Give office staff, technicians and managers a place in the same team.

1. 01Invite an employee
2. 02choose the company and job role
3. 03give them the work context relevant to that role.

Set business hours, company details, language and display preferences.

1. 01Set working hours and company details
2. 02choose language and display preferences
3. 03review the resulting workspace.

Record shifts and breaks, then review corrections against the original history.

1. 01Clock into a shift
2. 02record breaks and clock out
3. 03review any corrections alongside the original entries.

Review recorded hours and gross-pay calculations by employee and pay period.

1. 01Choose the employee and pay period
2. 02review approved hours and configured overtime terms
3. 03export the gross-pay worksheet for review.

Give new hires training material, policies and knowledge checks in one place.

1. 01Assign onboarding material
2. 02let the employee review policies and knowledge checks
3. 03inspect recorded training progress.

Keep each trading name’s identity, phone numbers and customer-facing details distinct.

1. 01Choose the trading brand
2. 02review its customer-facing details and numbers
3. 03use the right identity for that customer relationship.

Work across separate companies under one login with company-specific records and access.

1. 01Select a company
2. 02review its records and granted access
3. 03switch company context deliberately when needed.

Organize crews and stock by branch as the business adds locations.

1. 01Choose a branch
2. 02organize its crew and stock locations
3. 03review operations in that branch context.

Organize operations across service areas, metros and states.

1. 01Define the service area
2. 02organize the relevant locations
3. 03review coverage before assigning new work.

Limit what each role can see and change so staff get the tools relevant to their work.

1. 01Choose a role
2. 02inspect what it may read and change
3. 03give office, field and management the access each needs.

Review actions that require authorization before allowing them to proceed.

1. 01Open a pending action
2. 02inspect the proposed change and affected account
3. 03approve or reject before execution.

Check who changed a record and when when a decision needs explaining.

1. 01Find the affected record
2. 02inspect who changed it and when
3. 03reconstruct the decision with its recorded evidence.