Feature · Multi-user

Add a new user. Show only what they need.

Need different users to see different things? Turn on and off sections for specific members of your team and keep the rest out of their way.

  • No clutter, see only what you need to see
  • Per-user page visibility (toggle anything off)
  • 2 seats included per membership. Additional teammates need their own plan
AM

Astrid Murdock

Admin

JD

Jordan Davis

Technician

JL

Jamie Lee

Marketing

Jordan can see

Leads
Estimates
Schedule
Invoices
Reports
Mileage
Team chat

One part of the complete system

This feature does not work alone. It connects to what comes before and after it.

PDR Business Pro follows the whole customer and job process, from getting the lead and sending the estimate to scheduling the work, collecting payment and asking for a review. That connected process was developed through years of running our own PDR business.

Keep exploring

Guides and connected features

View documentation