What your team captures
Company, team, roles and service standards.
crewTendKeep separate company workspaces and service standards.
Available with scope limitsCompany switching is available. Cross-location employee authorization remains in development.

Click each step to see the information your team brings in, the review they make and the record they keep.
An owner managing distinct operations
Switch to the authorized company before working with its records
Separate operating contexts under one identity
Company, team, roles and service standards.
Switch to the authorized company before working with its records.
Separate operating contexts under one identity.
Start with an owner managing distinct operations. Switch to the authorized company before working with its records. The result is separate operating contexts under one identity.
Company switching is available. Cross-location employee authorization remains in development.
Product readiness Ask about setupOffice and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.
Security & access