Your Team, Your Rules.
Built-In Access Control.
Set Admin, Owner, Office, and Technician roles. Assign jobs, route messages, let techs create work, capture receipts and job costs, and control quote, invoice, and pricing visibility globally or per job.
Mike R.
All clients
Sarah T.
3 assigned clients
James L.
5 assigned clients
Grow Your Team Without the Complexity
Add Admin, Owner, Office, and Technician users in seconds. Set their role, choose job and financial access, and send an invite. Technicians can still add receipts and job costs even when pricing is hidden.
- Add Admin, Owner, Office, and Technician users
- Set financial visibility per team member, globally or per job
- Allow technicians to create new jobs and assessments
- Let technicians add receipts, supplies, and job costs
- Invite via email—instant setup
- Update roles and permissions anytime
Control What Your Team Can See
Owners and Admins control the business. Office users can run daily operations. Technicians can work assigned jobs, receive job messages, create logged outgoing messages, add receipts, and enter job costs while quote, invoice, and pricing visibility stays configurable.
- Admin, Owner, Office, and Technician roles
- Technicians receive incoming messages for assigned jobs
- Technicians can create outgoing messages that stay logged
- Technicians can add receipts and job costs without seeing pricing
- Hide quotes, invoices, and pricing for all technicians or per job
- Technicians can create new jobs and assessments when allowed
- Tech-created jobs can include financial access for the creator
Assign Jobs to Individual Technicians
Each technician can see the jobs assigned to them and receive the incoming messages for that work. They can reply with outgoing logged messages so the office keeps the full communication history.
- Assign specific jobs to each technician
- Technicians receive messages for assigned jobs
- Outgoing technician messages are logged to the client/job
- Reassign jobs between technicians anytime
- Office, Admin, and Owner roles retain broader visibility
Sarah Thompson
Technician
Assigned Jobs
Johnson Residence
142 Oak Ave
Lakewood Apartments
800 Lake Blvd
Cedar Park Office
55 Cedar Park Dr
Field Teams Can Work. Owners Control Pricing.
Technicians can be assigned jobs, receive incoming messages, send logged replies, create new jobs, and create assessments. Pricing, quotes, and invoices can be visible or hidden across all technician work or adjusted per job, while receipts, supplies, and job costs can still be captured in the field.
Job Assigned or Created
Tech is assigned a job or creates one in the field
Messages Route to Tech
Incoming job messages reach the assigned technician
Pricing Visibility Set
Quotes, invoices, and pricing can stay hidden or enabled
Costs Still Captured
Techs can add receipts, supplies, and job costs
"My techs get the messages for jobs they are assigned to, upload their work, add receipts and costs, and can create jobs in the field. I decide whether they see pricing, quotes, or invoices."
David Park
Owner-Operator
See It In Action
Get a personalized demo tailored to your workflow. See how Mold Inspector can transform your business.
- 30-minute personalized walkthrough
- See pricing for your team size
- No obligations or pressure