Settings
Company
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Price lists
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Workflows
Integrations
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API keys
Roles and permissions
Custom role
Capability
Admin · $89
Sales · $59
Field · $29
Edit price lists and margins
Send quotes / apply discounts
Discount below margin floor
Approval
Photos, forms, work orders
Edit automations
Price lists
Residential roofing 2026
312 items
Gutters and siding
148 items
Margin floor
28%
Import / export Excel
Consent and tracking
Website snippet
Installed
CMP integration
Osano
Collect analytics cookies
If consented
Personality profiles
Opt-in · 12 mo retention
GDPR / CCPA requests
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