Welcome to Hardhat Flow¶
Hardhat Flow is a multi-tenant SaaS platform built for construction and project-based companies that need to manage the complete lifecycle of work — from the moment a bid is created through job execution, invoicing, and final payment. Every record, every status change, and every field update is tracked in a permanent, immutable audit trail so your office and field teams always have a single source of truth.
How Work Gets Done¶
Hardhat Flow organizes all work around a single, clear pipeline:
Bid → Job → Invoice → Payment → Workflow Complete
A Bid is created by a Project Manager and moves through approval. When an Owner approves a bid, a Job is created automatically — no manual handoff required. The field team executes the work, the Accounting team raises an Invoice, and payments are recorded until the balance is settled and the workflow is marked complete.
Who Uses Hardhat Flow¶
Six roles cover every person in your organization:
| Role | Who they are |
|---|---|
| Platform Admin | Manages the entire platform across all tenants |
| Owner | Full company access — approves bids, manages users, oversees everything |
| Accounting | Creates invoices, records payments, views job details |
| Project Manager | Creates and manages bids, assigns workers, drives jobs to completion |
| Supervisor | Manages assigned jobs in the field, posts updates and photos |
| Badge Worker | Views assigned job details, posts updates and photos |
Why Hardhat Flow¶
Role-Based Access Control
Every endpoint is protected by role permissions. People see and do exactly what their role allows — nothing more. Sensitive bid financials never reach the field unless they need to.
Full Audit Trail
Every status change, update, and action is logged to an immutable Activity Log. Nothing is hard-deleted. Your records are always complete and defensible.
Field-to-Office Visibility
Supervisors and Badge Workers post real-time updates and photos from the field. Project Managers and Owners see those updates immediately. No phone tag, no missed status calls.
Explore the Docs¶
- How It Works — The full Bid → Job → Invoice → Payment lifecycle
- Who Uses It — Role-by-role breakdown of access and responsibilities
- Key Concepts — Multi-tenancy, soft deletes, audit trail, flags
- Permissions Matrix — Full cross-role feature access table
- Owner Guide — Getting started as an Owner
- Accounting Guide — Getting started as Accounting
- Project Manager Guide — Getting started as a Project Manager
- Supervisor Guide — Getting started as a Supervisor
- Badge Worker Guide — Getting started as a Badge Worker