Selected Role
External Users own the outside side of the operating record: requests, photos, approvals, payments, access notes, property history, service updates, and relationship signals.
Field service customer map
Outside users get the right step at the right time.
Requests, updates, approvals, payments, proof, service history, and follow-up should be simple for customers and useful for the team.
If the business can observe it, track it, decide on it, approve it, improve it, or report on it, it can become part of the software.
Edge Areas
- Property managers: tenant requests, owner approvals, vendor updates, and billing visibility
- Commercial facilities: multi-site contacts, purchase orders, compliance, and account terms
- Insurance/claims: adjuster contacts, claim documents, photos, and approval flow
- HOA/building access: gate codes, building rules, scheduling windows, and documentation
- Financing: lender applications, payment plans, approvals, and customer status
- Language/accessibility: preferred language, communication channel, and accessibility needs
- High-value customers: priority status, escalation paths, and account manager visibility
- Tenant/owner split: requestor, payer, decision maker, and property owner visibility