Residential construction has become a data-driven industry. Blueprints, material pricing, labour forecasts, and client communications all move through cloud platforms. Without clear user access levels, that flow can turn chaotic fast. CountBricks solves the problem with role-based permissions that keep sensitive information visible only to the people who need it—while still giving field teams the speed of real-time AI estimating.
• Protect high-value cost data from accidental edits or unauthorised eyes
• Prevent scope creep by locking approved estimates before site mobilisation
• Streamline collaboration between office staff, subcontractors, and site managers
• Meet compliance obligations for privacy and financial reporting
• Preserve a single source of truth so decisions happen on current information, not outdated PDFs
Administrator
Full system control. Creates projects, assigns user access levels, and approves final invoices. Ideal for directors or senior project managers.
Estimator
Can generate AI-driven takeoffs, adjust material databases, and create draft quotes. Cannot approve final invoices or edit company-wide rate libraries.
Site Manager
Views approved budgets, uploads progress photos, and records daily labour. Can request variations but cannot see global profit margins.
Subcontractor
Receives task-specific schedules and can submit progress claims. No visibility of overall job costing.
Client Viewer
Optional read-only portal that shows progress milestones, not internal cost breakdowns.
• Builder-Owner: Administrator
• Lead Estimator: Estimator
• Foreperson: Site Manager
• Plumbing Contractor: Subcontractor
• Homeowner: Client Viewer
1. Navigate to Settings > Team Management.
2. Click “Invite User” and enter the team member’s email.
3. Select the appropriate role from the drop-down menu.
4. Toggle project-specific permissions if you want a user to work on one build only.
5. Send invite; the user sets their password and lands directly in their role dashboard.
6. Review all active roles weekly to off-board completed subcontractors promptly.
• Automate onboarding by saving role templates in your CountBricks.com/services dashboard
• Pair role permissions with project stages—tighten editing rights once construction begins
• Use the “Change Log” to spot unauthorised data edits in seconds
• Duplicate permissions across multiple sites to keep franchise builds consistent
• Schedule a quarterly audit with CountBricks Success Team for optimisation ideas
When only authorised staff can alter unit rates, mark-ups remain intact. CountBricks data shows builders who implement strict access controls reduce budget overruns by an average of 8 %. Every protected percentage point drops straight to the bottom line.
CountBricks’ voice-activated estimating engine listens to a site walk-through, suggests material quantities, and attaches today’s supplier pricing. Because estimators alone have edit rights, the numbers stay clean even when the foreperson reviews quantities from their phone. That blend of speed and security is impossible with traditional spreadsheets—or with platforms that lack granular user access levels.
CountBricks is beta-testing AI tagging that predicts the best access level for each new invite based on job title and previous activity. The result: faster setup, fewer errors, and even stronger data protection.
Ready to lock down your data and unlock faster builds? Visit CountBricks.com/services to book a personalised demo, or explore live project examples at CountBricks.com/portfolio.
CountBricks recently supported a five-townhome infill on Redwood Lane. The builder wanted lightning-fast takeoffs without exposing profit margins to trade partners. By creating precise user access levels, the team achieved both goals.
• The director acted as Administrator and approved a 34-page AI-generated quote in under two hours.
• Two Estimators fine-tuned framing and MEP allowances while locked out of company-wide markup tables, preventing accidental global changes.
• Each subcontractor—carpentry, electrical, plumbing—received a Subcontractor login showing only their task list, schedule, and purchase orders.
• Homeowners viewed milestone photos via the Client Viewer role, reducing phone calls by 60 %.
1. Budget variance dropped from the historical 6 % to just 1.4 %.
2. Administrative hours decreased by 18 thanks to automated role templates.
3. Final profit margin exceeded target by 3 %, credited to controlled editing rights.
• Assign roles before you invite the team—retro-fitting permissions wastes time
• Pair restricted financial visibility with generous schedule visibility; trades do better work when they see the bigger timeline
• Audit inactive users monthly to maintain licence efficiency and security
Redwood Lane is just one example of how strategic user access levels elevate a residential build. Browse additional success stories at CountBricks.com/portfolio or schedule a role-configuration workshop at CountBricks.com/consultation.
