Selected Role

Selected Role owns the outside side of the operating record: requests, updates, approvals, payments, documents, preferences, service history, and relationship signals.

Home Services external user map

Outside users get the right step at the right time.

Software can let homeowners, property contacts, tenants, suppliers, and subcontractors interact with requests, work, tools, materials, vehicles, routes, service plans, and vendors, decisions, billing, and reporting without the internal team rebuilding context in every conversation. It can keep Homeowner, property, job, estimate, route, invoice, and review records tied to assigned estimates, recurring visits, service jobs, routes, or callbacks, tools, materials, vehicles, routes, service plans, and vendors, crews, technicians, office teams, and service managers, and homeowners, property contacts, tenants, suppliers, and subcontractors.

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

  • Split roles: requestor, payer, approver, owner, participant, and viewer permissions
  • Commercial accounts: multi-site contacts, purchase orders, compliance, and account terms
  • Financing: applications, approvals, payment plans, and homeowner status
  • Language/accessibility: preferred language, channel, and accessibility needs
  • High-value accounts: priority status, escalation paths, and account manager visibility
  • Privacy-sensitive access: restricted records, proxy users, and secure messaging
  • Supplier or subcontractor access: assignments, proof, documents, invoices, and performance visibility
  • AI support: plain-language summaries, document prompts, and smart update drafts