Give Every Person The Access They Need And No More

Invite your team, assign roles and permissions, and set approval limits, so office staff, supervisors and crews each see and do what their job requires.

$6.1B

in net economic benefits to U.S. industry from role-based access control between 1994 and 2009, according to a study commissioned by NIST.

Source: National Institute of Standards and Technology and RTI International, Economic Analysis of Role-Based Access Control (2010)

Small service companies usually start with everyone sharing a login or everyone getting full access. It works until it doesn’t. A crew lead sees what every account is billed. A supervisor deletes a site by accident. A former employee’s account is still active three months after they left, with access to every customer’s contact list.

Spending is the other gap. A supervisor orders $2,000 of floor finish because a site asked for it, and nobody in the office approved it. The customer was never quoted for it, so the cost comes straight out of your margin.

ClearFM lets you invite each person, assign a role that sets what they can see and change, and set approval limits so spending above a threshold goes to the right person first.

Crews see their jobs, the office sees the business, and nobody commits money they shouldn’t.

What you get

Invite by role

Invite each person with the role that fits their job, such as office manager, supervisor or crew member. They get the access that role carries from their first sign-in.

Permissions that protect pricing

Decide who sees contract pricing, who edits customer records and who can change the schedule. A crew member clocks in and closes out a job without seeing what it’s billed at.

Approval limits

Set how much each role can commit without sign-off. Anything above the limit goes to someone who can approve it, so spending matches what the customer is paying for.

How it works

Invite your team

Send invites to office staff, supervisors and crew members. Each person signs in with their own account.

Assign roles

Give each person a role. The role decides what they can see and change across accounts, schedules, work orders and invoices.

Set approval limits

Decide what each role can approve on its own and where spending needs a second signature.

Adjust as people change

Promote a crew lead to supervisor, move someone to a new region, or remove access for someone who left, all in one place.

Why teams run this on ClearFM

Pricing stays with the people who need it

Contract pricing and margins are visible to the people who manage the relationship. Crews work from the scope and the schedule, which is all the job needs.

Spending gets approved before it happens

Approval limits catch the $2,000 supply order before it’s placed. Supervisors handle routine purchases on their own, and larger ones get a second look.

Offboarding takes one step

Removing someone’s access is a single change. Former employees lose access to your customer list the day they leave, not whenever someone remembers.

Fewer mistakes from too much access

People can’t delete what they can’t edit. Limiting permissions to what each role needs prevents the accidental changes that take an afternoon to undo.

Onboarding is an invite

A new hire gets an invite with the right role and is ready for their first shift. Nobody spends an hour setting up access by hand.

Seats grow with the crew

Team seats are two on Free, ten on Starter and unlimited on Professional. On Professional, adding seasonal crew members doesn’t mean counting licenses.

Built for Commercial Service Providers

Looking for your role or your sector? Start here:

Questions people ask

How many team seats do we get?

Two on Free, ten on Starter and unlimited on Professional. Starter suits a company with a small office and a few crew leads, and Professional suits multi-crew operations that want everyone in the system.

Can crew members see pricing?

Only if their role allows it. Permissions let you keep contract pricing and margins with the office and account owners, while crews see the scope, the schedule and their own jobs.

What do approval limits apply to?

Spending a person commits on behalf of the company. Anything above their limit routes to someone with the authority to approve it before it goes ahead.

How is this different from employee management?

Employee management is your roster and reporting chain. Team management controls access to ClearFM: who’s invited, what each role can do and how much each person can approve.