Able Grant/Dashboard
New opportunity

Create a lead

Lead photosAttach any customer, field, or referral images that help document the opportunity.
Referral registry

Add referral partner

Create a referral partner record and optionally send portal access.

Optional referral partner login.
Alerts

Notifications
Dispatch

Schedule a visit

Required before completingStart with sensible defaults, then override them for this specific appointment.

Customer appointment email will be queued when this visit is saved.
Maintenance

Cancel plan

Recurring service plan

Customer cancellation email queue is not set up in this workspace yet.
Team access

Invite teammate

Crew and admins are managed here. Referral partners stay in Referral tracking.
Subcontract clients

Add client account
Service locations

Add service location
Subcontract dispatch

New subcontract dispatch
Team profile

My profile

Customer-facing photo
No customer-facing photo on file yet.

Team members can update their own contact information. Admins can edit staff role and account status here.
Site visit / field details

Jobsite intake

Safety / site concerns
Client billing

Request payment
Client billing

Record payment
Bid engine library

Add owned tool
Bid engine library

Add pricing item
Bid draft editor

Add draft line
Secure workspace

Sign in to Able Grant

Use your company email to open the live operations workspace.