All features
Teams, roles & locations
The right access for every person.
Reps see their jobs, managers see their team's, and the office sees everything. StageKit handles multiple locations, sales groups, and fine-grained permissions out of the box.
Roles & permissions
Start from roles, then grant or revoke per person.
Multi-location
Run several offices from one account.
Sales groups
Managers see their team, not the whole company.
01
Permissions that fit
Roles cover most people. Overrides cover the exceptions.
- Custom roles you define, each with its own permissions
- Per-person permission overrides
- Sensitive actions, like changing prices or reassigning reps, gated separately
- A safeguard so you can never remove the last admin
02
Locations and groups
Multiple offices and sales teams share one StageKit without seeing each other's work.
- Each user has a home location, with optional access to all
- Sales groups with managers and team members
- Jobs, contacts, appointments, and canvassing all respect access
03
Set up fast
A guided setup wizard gets a new company running.
- Invite users by email
- Import existing contacts and jobs
- Sensible default workflows and settings to start from
Works hand in hand with
See StageKit run your next job
We’re onboarding roofing and exterior contractors now. Tell us about your company and we’ll walk you through it.