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Team & access

Everyone sees what they need.

Invite staff by email with a role. Roles decide what each person can see and change.

Roles

Six roles, or make your own.

Admin, Manager, Dispatcher, Technician, Billing and Customer Service come ready. Clone one, or build a role from 70+ permissions.

  • Techs see their jobs, not your invoices
  • Nobody grants more than they hold
  • Unlimited staff on Growth and Enterprise
The Technician role in Crewsmith with its permissions grouped by category

Work inbox

Work goes to the right person.

Rules route follow-ups, unverified addresses and texts that need a person to a teammate or a role, and escalate when nobody picks them up.

Your brand

Your logo. Your playbook.

Customers see your logo and color on the portal, emails and invoices. Your team gets a handbook beside Crewsmith’s help center.

  • Audit log on Enterprise

Built for the trades

Get back to the work you’re good at.

Tell us about your business and we’ll get you set up.

Team, roles and permissions — Crewsmith