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Team & Collaboration

Your whole team. One system.

8 role levels from Owner to Guest. Invite team members, assign roles, control who sees what. Everyone works from the same costs, same projects, same client data.

How teams work in CC

Set up your team, assign roles, and everyone works from the same data.

1
Invite

Add your team

Invite estimators, project managers, crew leads, or office staff by email. They get a Clerk-powered account with automatic role sync. Auto-accept flow for quick onboarding.

  • Email invitation flow
  • Clerk-powered authentication
  • Auto-accept for quick onboarding
  • Sole-owner guard protection
2
Assign Roles

8 levels of access

Owner, Admin, Manager, Estimator, PM, Crew Leader, Laborer, Guest — each role sees exactly what they need. Page-level access control on every screen. Navigation hides pages they can't access.

  • 8 role levels with different permissions
  • Page-level access gates
  • Navigation hides unauthorized pages
  • AccessDenied component for edge cases
3
Work Together

Same data, no version confusion

Everyone works from the same cost database, same project data, same client records, same estimate templates. No more emailing spreadsheets. No more version confusion.

  • Shared cost database across team
  • Same project and client data
  • Consistent estimate templates
  • Collaboration presence on estimates

Role-Based Access Control

8 role levels with granular permissions. Each role sees exactly what they need — a crew leader sees their jobs, an estimator sees estimates and costs, an office manager sees everything.

  • Owner, Admin, Manager, Estimator, PM, Crew Leader, Laborer, Guest
  • Page-level access gates on every route
  • Role-based navigation hiding
  • Subscription-gated features (tasks, Gantt)

Team Management

Invite, list, edit roles, and remove team members from one settings panel. Clerk-powered authentication with automatic role sync between CC and Clerk organizations.

  • Email invitation with role assignment
  • Edit roles after joining
  • Remove team members
  • Clerk organization sync

Organization Settings

Company profile, financial settings (auto-save), subscription management, and team/invitation management. All org-wide configuration in one place.

  • Company profile and branding
  • Financial settings with auto-save
  • Subscription management (Stripe)
  • Division support on Business plan

Division Management

Business plan feature. Organize your company into divisions with separate budgets and project tracking. Multi-division operations managed from one platform.

  • Separate divisions with budgets
  • Division-level project tracking
  • Organizational budget rollups
  • Business plan feature

See it for yourself

7-day free trial. No credit card required. Pick your trade and start estimating.

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