Access by role
who sees what| Area | Owner | Management | Install staff |
|---|---|---|---|
| Pipeline & customers | Full | Full | View own jobs |
| Quotes & pricing | Full | Full | Hidden |
| Jobs & scheduling | Full | Full | Own jobs + photos |
| Stock & vans | Full | Full | Own van + allocate |
| Costing & margin | Full | View | Hidden |
| Cashflow & Xero | Full | Hidden | Hidden |
| Team & HR | Full | View | Own holidays |
Install staff see only their own jobs, van stock and holidays — never pricing, margin or cashflow. Set per person, changeable any time.
Integrations
X
Xero
Contacts, invoices, bills, payments
✉
Email + SMS
Deposit chasers, review requests
Company
Legal nameNorthline Renewables Ltd
Company no.10832247
MCS cert.NAP-•••••
Data & codeOwned by you — no lock-in
Ownership & data
"no back doors"Export everything
All jobs, stock, customers & docs → CSV / database dump, any time
Full audit log
Every action, every user — who did what, when. Nothing hidden.
Your infrastructure, your keys
Runs on your own accounts. No per-seat fees, no vendor lock, no back doors.