Unlimited users. The right access for each.
Add your whole team on every plan. Roles decide who sees and does what, and sign-in security protects the account.
Team
Invite
Add users by invitation.
Assign roles
Give each person the access they need.
Qualify
Track certifications and qualifications.
Secure
Turn on multi-factor sign-in.
Unlimited users, role-based access
Invite as many users as you need on every plan. Customize roles so a dispatcher, a technician and an owner each see the right screens; a lock explains when a role is missing access.
- Unlimited provider users on every plan
- Roles with configurable permissions
- Invitations and user management
- Technician profiles
Roles
Certifications and expiry
Record qualifications and certifications for your people and see who is qualified for what.
- User qualifications
- Provider qualification settings
- Certification tracking
Qualifications
Sign-in you can trust
Multi-factor authentication with an authenticator app and recovery codes, password management, active sessions and login history.
- Authenticator-app MFA and recovery codes
- Password and session management
- Login history
Security
Look like your business, start fast
Add your logo and branding to customer documents, set company details, notification preferences and communication templates. A guided onboarding covers business hours, service areas, tax rates and your team.
- Branding on customer-facing documents
- Company profile, notification settings
- Communication templates
- Onboarding wizard
- In-app guidance and support tickets
Onboarding
And also in team, security & setup
Locations
Manage several locations.
Webhooks
Event delivery to your systems.
Support
Open a support ticket from the app.
Onboarding
A guided setup covers hours, service areas, tax rates and your team.
Help
Contextual guidance in the app.
Subscription
Manage plan, usage and billing history.
Good to know
- Single sign-on (SSO) is not available.
- Roles are what providers configure; ServiceVisit employees use a separate, private console.
Explore the rest of the platform
Take in work
Capture every request the same way, from any channel.
Scheduling & dispatch
Put the right technician on the right job at the right time.
Field work
Give technicians everything they need and capture what they do.
Customers & communication
Know every customer and keep every conversation in one place.
Estimates, invoicing & payments
Go from estimate to paid without re-entering anything.
Accounting & integrations
Send your billing to your books and connect the tools you use.
Reporting & profitability
See margins, labor, receivables and what is coming in.
Walter AI
An assistant that drafts and suggests, so you review and send.
See it working on your own jobs.
Start a free trial. A credit card is required to begin, and every plan includes unlimited users.