Apexloop

Set access once, it applies everywhere.

A technician sees the job and deadlines. Only the sales director sees margin and prices. Same order, a different view depending on role.

Try it with demo dataBrowse templates

Everyone sees only what they need.

Set roles once at the database level — they then apply across every order and document built on it.

TN

Tom Novak

Technician

Omezený přístup

Order – Oak Street Renovation

Status: In progress

DeadlineJun 30, 2026
StatusIn progress
MarginSkryto
PC

Paul Carter

Sales Director

Vidí vše

Order – Oak Street Renovation

Status: In progress

DeadlineJun 30, 2026
StatusIn progress
Margin$15,000

Where it fits

ERP and operationsBack office and operations records in one place.Client portalA shared space for clients, requests and secure handoffs.

Try role settings on a demo order.

See how the same record looks for a technician and how it looks for a sales director.

Try it with demo dataNot sure which solution? Book a 30-min call
  • Demo data — no risk to yours
  • Tweak anything that doesn't fit