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Security & data

Your records.
Your team in control.

Customer relationships, equipment history and prices are part of your business. Access and review belong in the everyday workflow.

01

A second step at sign-in.

Accounts use a password and an authenticator code. Recovery codes provide a way back in when an authenticator is unavailable.

02

Access that follows the work.

Roles control what a person may do. Organization, division and customer access determine which records they can work with.

03

A review before the record changes.

AI-prepared imports and drawing takeoffs are presented for review. Your team checks the information before accepting it into the record.

04

A history of important actions.

Sign-in and record changes write audit events. Estimates retain the pricing rules and rates used, with a reason for overrides.

A closer look

Have a security
question?

Ask us about your requirements,
data handling or a security review.

Talk to us