The three workspaces: Admin, Sales and Installer
What each workspace is for, and how to give yourself or your staff the right role.
Three workspaces, one account
SmartMQ shows each person the screens that suit their work. Which workspaces you can open depends on your roles, and one person can hold more than one role.
Admin: managing the business
Products and prices, team and branches, settings, suppliers, orders, reports and billing. New accounts start here, because the owner signs up with the admin role only.
Sales: leads, bookings, measuring and quotes
A phone-friendly view of your jobs: today's visits, new leads, booking a measure, entering measurements and building and sending quotes. If you do the selling, this is the workspace for your day.
Installer: site visits
Today's jobs in order, directions to each address, the customer's details and the full measure sheet, and a button to mark a job installed. See The installer view for a walkthrough.
Add roles to yourself
If you do the selling or installing yourself, go to Admin › Team & Branches, find your own name, choose Change role, and tick Sales, Installer, or both. Keep your admin role ticked. Save, and Switch role appears at the bottom of your menu.
Invite your staff
On the same page, use Invite a team member: enter their email and choose their role. They get an invite email and set their own password. Each person uses one seat on your plan.
Switching workspace
Use Switch role at the bottom of the menu to move between your workspaces. When you sign in with more than one role, SmartMQ asks which one to open and remembers your choice.
Who sees what
Sales and installers do not see admin screens such as prices, costs, reports or billing. Admins can open any job. For finer control, see Roles & permissions on the Team page.