A workspace tailored to the task

Each person sees the tasks and functions needed for their work. Roles and additional permissions determine what is available.

• Choose the standard view or a simplified staff view for warehouse and field/installation work.
• Grant stock receipt and withdrawal permissions separately.
• View assigned quotes and jobs.
• Read documents in the simplified view without changing items or prices.
• Add internal notes where permitted.
• Tailor onboarding to the role and enabled features.

Access is through a browser on desktop and mobile devices. Availability depends on role, permissions and company activation.