Assign site, trade, review and billing responsibilities before opening the first project.
| Role | Projects | Work packages | Punch items | Trade delivery | Sign-off | Closeout billing |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
| Project Manager | Edit | Edit | View | View | View | Edit |
| Site Superintendent | View | View | Edit | View | Edit | Edit |
| Foreman | View | Edit | Edit | Edit | Edit | View |
| Inspector | View | View | Approve | — | Approve | View |
| Owner | Edit | Edit | View | Edit | View | Edit |
Owns user access, setup and record correction policy.
Owns project scope, package delivery and the closeout queue.
Starts on: Job Expenses Awaiting Approval
Coordinates site findings, trade assignments and closeout readiness.
Starts on: Task Billing Exceptions
Records crew work and prepares punch items for review.
Starts on: Active Work Packages
Reviews submitted punch items and documents the sign-off decision.
Starts on: Approved Not Invoiced
Reviews package delivery, invoicing and collections across the business unit.
Starts on: Job Expenses Awaiting Approval
Start free, then use Proto to change fields, steps and approvals before your team goes live.