Permissions and Roles Management
Customize Permissions to Match Roles and Workflows.
No credit card. No Commitment.
Roles & Permissions Control what every user can see and do
Give your team the access they need— nothing more.
Direct Home Service makes it easy to define roles and permissions for owners, office staff, and field techs. Protect sensitive data, prevent mistakes, and keep your operation running smoothly with the right level of access for every team member.
Stay in control as your team grows
As you add office staff and field techs, everyone needs access to different parts of your system. Roles & Permissions in DHS give you a simple way to:
- Limit who can see pricing, revenue, and customer history
- Keep settings, integrations, and reporting restricted to admins
- Ensure field staff see the jobs they need—without the clutter
The result: fewer errors, fewer “oops” moments, and a team that stays focused on the work in front of them.
Roles and permissions designed for home service teams.
DHS builds in the kinds of roles and permission controls that owners, office managers, and field crews actually need—without making setup a full-time project.
1 Preset roles for common team types
- Owner, office, field & more
Start with role presets that match how service companies are built. Then fine-tune as needed.
- Owner/Admin – full access to clients, jobs, reports, and settings
- Office Staff – scheduling, dispatch, invoices, and customer communication
- Field Tech – daily schedule, job details, photos, and checklists
- Helper/Seasonal – limited access for temporary or part-time workers
2 Fine-tune what each user can do
- Granular permission switches
Go beyond simple “all or nothing” access. DHS lets you toggle specific capabilities on or off per user.
- Control who can view/edit pricing and discounts
- Limit who can delete jobs, estimates, or invoices
- Decide who can export data, view reports, or manage integrations
3 Protect sensitive data without slowing work
- Security that fits real life
Not everyone needs to see your margins and revenue. Roles & Permissions keep financial and customer data where it belongs—while keeping your team effective.
- Keep financial reports and profit metrics with owners/admins
- Hide other crews’ schedules if you want to reduce noise
- Prevent accidental edits to key settings and templates
4Manage your team from one place
- Add, edit, and deactivate easily
Whether you’re adding a new hire or tightening access, you can update roles and permissions in a few clicks.
- Add new users and assign a role in one step
- Clone permission sets to keep things consistent
- Deactivate users while preserving their job history
Roles & permissions planner (demo)
Use this demo planner to imagine how your team could be set up in Direct Home Service. No real accounts are connected—it’s just a way to think through who needs access to what.
Select your team roles
Ready
Owner / Admin – full control over settings, billing, and reports
Office Staff – scheduling, dispatch, customer communication, invoicing
Field Tech – daily schedule, job details, photos, checklists
Helper / Seasonal – limited access for assistants and seasonal workers
How DHS could structure your access
Owner • Office • Tech
High-level view
Use the controls on the left to outline your roles and permissions in DHS. A clear structure helps keep sensitive data safe, prevents mistakes, and lets each person focus on the work that matters most.
Use the controls on the left to outline your roles and permissions in DHS. A clear structure helps keep sensitive data safe, prevents mistakes, and lets each person focus on the work that matters most.
Grow your team without losing control of your system.
Roles & Permissions in Direct Home Service give you the confidence to add new team members, contractors, and seasonal help—while keeping your data and workflows organized, secure, and easy to manage.
Roles & Permissions FAQ
What roles does Direct Home Service support?
DHS is flexible enough to support owners, admins, office staff, field techs, helpers, and more. You can start with presets like Owner/Admin, Office Staff, and Field Tech, then tweak individual permissions for each person as your business grows.
Can I customize permissions for individual users?
Yes. Roles give you a starting point, and then you can adjust specific permissions per user. For example, two office staff members might both manage scheduling, but only one can edit pricing or issue refunds.
How does this help keep my data secure?
By limiting access to financial reports, exports, and system settings, you reduce the risk of accidental changes or oversharing sensitive information. Field techs and helpers see what they need to do great work in the field—without opening up your entire account.
Can I change a user’s role later?
Absolutely. As responsibilities change, you can update a user’s role and adjust their permissions in a few clicks. DHS keeps their job history and activity intact while updating what they can see and do going forward.
Is there an extra cost for using roles & permissions?
Direct Home Service is built around One Plan. All Features. Roles & Permissions come included, so you can manage your team’s access without paying for additional “admin” or “permissions” add-ons.