What each role can see and do
Everyone gets their own login, and the role you give them decides how much of Pillar they see. Here is what an owner, a dispatcher and a technician each get, plus the portal logins that never take a seat.
Pick the role when you add someone
Where to clickAdminUsersAdd User
Press Admin at the bottom of the left sidebar, pick Users, then press Add User. Only an owner can add or remove people, so this whole area is closed to everyone else.
The Role dropdown offers Owner, Dispatcher, Technician, Sales Rep and Customer. Dispatchers, technicians and sales reps get an invitation email and set their own password.
Owner, dispatcher, technician and sales rep each take a seat at $39 a month after your first person. Customer and subcontractor logins never count.
Owner sees everything, including Admin
Where to clickAdminOverview
An owner gets every item in the left sidebar plus Admin at the bottom, which no other role can open. Company settings, the price book, payment setup, Text & Calls, data import and the activity log all live behind it.
A few actions stay with the owner outside that area too: refunding a payment, adding or deactivating people, changing roles, and the Labor Variance and Locations reports.
Owners can also tidy the sidebar for the whole company. Press Admin, then the Navigation tile, and hide any module you do not use on the Features & Navigation page.
Dispatcher runs the day without Admin
Where to clickyour name in the sidebarOwnerDispatcher
Your name, email and current role sit at the foot of the sidebar. When you have more than one view assigned, that role name is a dropdown, so you can look at the app the way your staff do without a second login.
A dispatcher gets the same sidebar you do, minus Admin. Jobs, the calendar, customers, estimates, invoices, service plans, technicians and reports are all there.
They can record a cash or check payment, but refunds, seats and roles stay with the owner. An admin address typed by hand sends them back to the dashboard.
Technician gets their own work, on their phone
Where to clickyour name in the sidebarOwnerTechnician
Pick Technician and the sidebar disappears. The layout becomes a top bar and a bottom bar sized for one thumb, which is what your crew sees in the field.
The tabs are My Jobs, Route Map, Checklist, Media and Time Tracker. More holds My Truck, Catalog, Quote Drafts, Time Off and My Profile.
My Jobs lists only the appointments assigned to that person. They can open a job they are on and capture a signature on an estimate at the door.
Customers, subcontractors and sales reps
Where to clickCustomersopen the customerSend Account Invitation
Customers get a portal of their own for appointments, estimates and invoices. Open the customer record and press Send Account Invitation; owners and dispatchers can both send it.
Subcontractors get a separate portal, invited from Subcontractors with Invite Subcontractor. It shows the work you assign them, while your notes, ratings and default rates stay on your side.
Neither of those logins takes a seat, however many you hand out. A Sales Rep login is different: that one is a team seat like the rest.
Sales reps land on the door-to-door canvassing view instead of the office one, with their map, their own leads and their callbacks. They never see leads belonging to another rep.
Common questions
Can I change someone’s role later?
Yes. Press Admin, then Users, then Edit next to their name and pick a different role. Moving somebody from a portal login into a team role asks you to confirm the price before it goes through.
Can one person be both a dispatcher and a technician?
Yes. Open Admin, Users, Edit, and tick the extra views in the Role Views card, then choose which one they land on at sign in. They switch between them from the role dropdown in the sidebar, without signing out.
Do customer and subcontractor logins add to my bill?
No. Customer portal accounts and subcontractor portal accounts never take a seat, however many you create. Owners, dispatchers, technicians and sales reps are $39 a month each after your first person.
What can a dispatcher not do?
Open the Admin area, refund a payment, add or deactivate people, change roles, or open the Labor Variance and Locations reports. An admin address typed by hand sends them back to the dashboard.
Can a technician see every job on the schedule?
No. My Jobs lists only the appointments assigned to them. They can open a job they are on and capture a signature on an estimate at the door, and that is the extent of it.