The right access for every person on your team
Office staff, technicians and managers each see what they need and nothing more.
Team and permissions in ProRate AI
Roles that fit
Start from Admin, Office and Technician, then adjust.
- ✓ Permissions for viewing, creating and editing each area
- ✓ Technicians limited to their own assigned work
- ✓ Changes apply on the next click, not the next login
Easy invitations
Invite people by email.
- ✓ Invitations show whether they were delivered
- ✓ Resend or revoke an invitation
- ✓ A company code for signing in to the right company
Nothing slips by
Notifications and history for the whole company.
- ✓ A bell for payments, disputes and failed emails
- ✓ A history of who changed what, and when
- ✓ Sign in with Google, Microsoft or an email code
More of what ProRate AI does
Proposals
Good, Better, Best options from your pricebook, accepted and signed online.
Invoicing and payments
Invoices, deposits and card or bank payments into your own Stripe or Square account.
Scheduling and dispatch
One calendar, conflict-free booking, reminders and Google or Microsoft calendar sync.
Field technicians
The visit step by step on any phone, from contacting the customer to the invoice.
Try team and permissions with your own business
Set up your company, your pricebook and your team in an afternoon.