One platform for every role on the job

Field service work is a team sport: salespeople open deals, dispatchers schedule the work, technicians and contractors execute it, partners refer or co-deliver it, and managers sign off. ServiceIQ models every one of those roles with its own dashboard, sidebar, and permission scope — so people only see what they need to see.

Owners and admins can preview the app as any role using the built-in role view switcher, which makes onboarding new hires and QA-ing permission changes dramatically faster than guessing in production.

Most CRMs treat ownership as a single field, which forces awkward workarounds when two salespeople co-own a customer or a project has multiple field leads. ServiceIQ uses junction tables for sales members, team members, and partner members across jobs, customers, projects, and deals — so adding a person never bumps an existing one.

Each user is assigned exactly one primary role per organization, stored in the user_roles table — never on the profile itself, to prevent privilege escalation. Permission checks always go through a SECURITY DEFINER function that reads from user_roles, which keeps RLS policies fast and recursion-free.

Default permissions ship with sensible defaults for each role, but every organization can override them in Settings → Roles & Permissions. Overrides are stored in organization_role_permissions and merged at query time, so changes take effect immediately without a deploy.

When an owner uses the role view switcher, the UI swaps sidebars, dashboards, and visible records to mirror what that role would see in production — but the underlying session keeps owner privileges, so nothing is destructively tested.

Partners need to see the projects and jobs they're delivering against — and nothing else. The partner role gives external collaborators a dedicated dashboard, sidebar, and scoped data access tied to their assigned contractors.

Per-user notification preferences for assignments, approvals, status changes, and customer updates. Every email is delivered through Resend with full audit logging — message IDs, delivery status, and bounce handling included.