Team and permissions
Roles decide who sends estimates, approves refunds, and closes repairs.
Every action names the person or the rule behind it. Give the counter, the bench, and the owner the rights their jobs need, per location.
Capabilities
What’s included
Roles and assignments
Assign each person a role. Each ticket names its owner at the counter and its technician at the bench.
Approval rights by role
Decide which roles may send a price, approve a refund, or close a repair. Others prepare; an approver confirms.
Location access
A team member sees the locations they work at. Multi-location owners see all of them.
Accountable actions
The activity history records who did what and when, including actions an agent prepared and the person who approved them.
How it works
How a shop uses it
- 1
Invite the team
Add each person with a role and the locations they work at.
- 2
Set approval rights
Choose which roles approve prices, refunds, and closures.
- 3
Read the history
Every ticket’s timeline and the account’s activity history name the person or rule behind each change.
Common questions
Need another detail? Contact us
Related
What usually matters next
AI agents
Intake, estimate, and follow-through agents draft tickets, estimates, invoices, and customer texts from the record. Anything that commits the shop waits for a person, and every action shows its work.
Read moreReporting
Reports read from the same records the counter works in, so a number is never a separate spreadsheet. Click a figure to see the repairs it counts.
Read moreRepair tickets
Custom repair states fit the way your bench works. The timeline shows every handoff, note, and file, so anyone at the counter can say where a repair is and why.
Read more
Move your next repairthrough Repairy.
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