Team roles

Scale without falling apart

Owner sees the whole business. Office manager handles scheduling and customers. Techs see only their jobs. Everyone has the right view.

What it does

Made to make you money.

Right view per role

Owner, office manager, and technician each see what they need.

Protect your data

Techs do not see other people’s data.

Clear responsibility

Everyone knows their job.

How it works

Simple by design.

01

Right view per role

Owner, office manager, and technician each see what they need.

02

Protect your data

Techs do not see other people’s data.

03

Clear responsibility

Everyone knows their job.

In the app

See it live.

The details

Everything in one place.

Owner view

Full visibility across the business.

Office manager

Scheduling and customer management.

Technician

Only their assigned jobs.

Configurable

Roles set per company.

Permissions

Control who sees what.

Onboarding

Add team members easily.

From the field

“Lakehouse put our whole operation in one app. My office manager finally has a system she trusts.

Mike H., Reliable HVAC

Common questions

Questions from growth-minded owners.

What roles does Lakehouse support?

Owner, office manager, and technician, configurable per company.

Can I limit what techs see?

Yes. Techs see only their jobs, not other people’s data.

Can I add my whole team?

Yes. Add owners, office managers, and techs with the right access.

See it on your own jobs.

Book a working session with the Lakehouse team. Bring a real job, a real estimate, and a real question about running your business. We will show you how Lakehouse handles it.

Book a demo