01Used by Service provider or team
Application & review
Use the signed-in application linked from the public site. We review access first. Approved applicants can confirm payment through secure checkout and create their company workspace.
Connects forward: Application and approval are free. A new company workspace requires confirmed payment and owner setup.
02Used by Owner, manager, or team member
Workspace & team setup
Name the workspace, carry in the brand, set the local operating choices, and invite people into guidance that matches their exact role.
Connects forward: These choices become the safe defaults for every job or event while each person sees only the work and controls meant for them.
03Used by Client and manager
Service requests, calendar & walk-ins
Offer approved services, show real openings from the provider’s hours and breaks, and either confirm automatically or hold the request for manager review. Keep unscheduled arrivals on a private live board.
Connects forward: Confirmed appointments and walk-ins become visible work without exposing the customer list publicly.
04Used by Provider, owner, or coordinator
Manager
Build the work plan, schedule coverage, invite the team, assign exact roles, and see what still needs attention.
Connects forward: The plan supplies the Field view and each person’s assignment.
05Used by Workspace leaders
Operations center
See current jobs and events together, spot blockers, and jump directly to the right tool instead of hunting through records.
Connects forward: Live status from Manager and Field rolls into one operating view.
06Used by On-site team
Field & mobile jobs
Use the manager-set arrival window, directions, optional On My Way alert, mobile checklist, work status, assigned service tasks, customer summary, approved contacts, and manager-help path where the work happens.
Connects forward: Field progress returns to the same event or job record. Shared crews retain checklist attribution, and the designated site lead owns final sign-off.
07Used by Field worker or specialist
Assigned-team access
Accept the exact assignment, view only the useful brief, respond to attendance, and complete the required handoff.
Connects forward: Access follows the assignment and can be removed without exposing the wider workspace.
08Used by Guest or participant
Participant-facing pages
Open the approved event QR destination, view timing and arrival guidance, and use the customer or participant actions enabled for that event.
Connects forward: Public actions connect to the event without exposing its private operating record.
09Used by Manager, field team, and customer
Delivery, completion & feedback
Track completed tasks, exceptions, approvals, outside links, the completion email, and private customer response. Specialty workflows can add the handoffs their work requires.
Connects forward: The work closes with useful history and a visible support path while specialist files stay in the chosen outside service.