Sign in, user roles, security and first-time setup.
How people sign in and how the platform adapts to each role: office administrators, working managers and field technicians.
Open the app login page and enter your credentials. After sign-in you are routed to the workspace that matches your role.
Built-in protections keep accounts safe: protected sessions, secure password recovery, mandatory password changes and modern passkey sign-in where enabled.
Security applies everywhere. Password recovery starts from the login page; administrators manage reset requests from the admin workspace.
The admin workspace uses a clear side menu grouped by area, with live badges that highlight items needing attention.
The side menu is always available in the admin workspace. Field technicians use a streamlined mobile layout instead.
A guided setup helps you configure the essentials so your team can start working quickly: company details, services, team and preferences.
Open Initial Setup from the Settings area of the admin workspace.