User Roles: What the Office, Techs and Helpers Can See
Not Everyone Needs Everything
Your techs need their day, the list, the house and the access notes. They usually don't need your revenue report. Your office person needs invoices and the schedule. You need everything.
Roles in HandymanBossPro
Roles control what each person can see and do in the office app. Techs work in the tech app with a company login and a personal PIN, which ties every job, photo and clock-in to the right person.
Common Setups
- Owner: full access.
- Office manager: customers, schedule, estimates, invoices and texts.
- Lead tech: tech app plus the ability to write estimates in the field.
- Helper: rides along; may not need a login at all.
Never Billed Per User
Adding a part-time office helper or a new tech doesn't change the price. Plans are $59, $89 and $199 a month regardless of how many users you add.
Review When People Leave
When someone leaves, turn off their access the same day. It's one of the simplest security habits a small business can have.
Keep Reading
Next in this series: Why Per-User Pricing Hurts Handyman Businesses. Before that came Switching Handyman Software Without Losing a Week. For the full picture, go back to the handyman software overview.
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Task lists, hours, materials, photos, routes, estimates and invoices in one place. Plans from $59/month with a 14-day free trial, no credit card.
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