Industry Verticals
Roles for the field office
Roles for the field office — part of General Contracting.
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Part of General Contracting
Roles for the field office lives inside SerapisERP General Contracting. None / View / Edit / Manage so PMs and office staff see their slice.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle General Contracting on for orgs that need it — leave it off for everyone else.
Because roles for the field office sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
Roles for the field office
None / View / Edit / Manage so PMs and office staff see their slice.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through General Contracting permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is Roles for the field office sold separately?
No. Roles for the field office is part of General Contracting. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open Roles for the field office?
Enable General Contracting for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does Roles for the field office share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.