Access groups
Office, field crew, sales — make your own groups and assign people to them.
Team & permissions
Give each person exactly the access they need
Add your office and field team, put them in access groups and choose what each group can see, create, edit and delete. Protect every account with two-step login.
What you get
Team & permissions in Jobs & Jots
Permission for every action
View, create, edit and delete for each area, so not everyone can change your items or prices.
Hide costs and profit
Choose who can see costs, markup and profit.
Two-step login
A code from an authenticator app on top of the password, with recovery codes for a lost phone.
Field workers see their own day
Crews get their visits and checklists without the office numbers.
How it works
3 simple steps
Invite your team from Team.
Pick a group for each person.
Turn on two-step login for extra protection.
FAQ
Questions, answered
Can I change a person's access later?
Yes. Change their group or the group's permissions at any time.
A simpler way to run your business.
Send your first estimate today. Free while Jobs & Jots is in beta — no credit card.