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Roles & Layouts — who can do what

5 min read

QSME sign-up is a step-by-step flow. You pick a path first, then your role or trade, then create your account.

Step 1 — Choose your path
I hire

You hire others to do the work

I provide services

You’re a service provider, paid for your work

Manage Work path
2Pick your role: Client / Property Owner / PQS, or Main Contractor
3Your business — looked up on the Companies Register by NZBN, or "it's just me"
4Create your account
Find Work path
2Pick your work type: Tradie, Professional, or General Contractor
3Pick your area (e.g. Building & Structure, Plumbing & Gas)
4Select your specific trades (e.g. Carpenter, Painter, Electrician)
5How long have you been doing this? (experience level)
6Your business — looked up on the Companies Register by NZBN, or "it's just me"
7Create your account

Main Contractor gets both layouts — Manage Work and Find Work. All other roles get one layout. You can switch later where your account allows it.

Roles & Layouts Reference

QSME has two layouts (the experience you get) and a few roles (your identity). You pick a layout first, then a role. What you actually do — carpentry, roofing, etc. — is your trade, chosen separately (it's not a role).

Manage Work

You run the project as the client — create projects, post tenders, review proposals, hire contractors, and track costs.

Find Work

You want to get paid — browse public tenders, submit proposals, win contracts, and deliver work.

RoleLayoutWhat they can do
ClientManage WorkCreate projects, build the SOQ, post tenders, review proposals, hire, and manage budgets and documents. Covers clients, property owners and developers.
Consultant / QSManage WorkAll Manage Work tools — build the SOQ, run tenders, and track costs on behalf of clients, and generate QS reports (cost plans, progress claims, drawdown certificates) on a paid plan. A verified NZIQS enrolment adds the badge, not the ability.
Main ContractorFind Work + Manage WorkBoth layouts: run your own projects and tenders, and also browse and bid on other tenders.
Service ProviderFind WorkBrowse public tenders, submit proposals, and manage awarded work. Pick your trades at sign-up.

Access on a project

Your role is who you are. What you can do inside someone else's project is the access they gave you — and it can put you in the Manage Work layout even if you signed up to find work.

AccessCan doSees the money?
OwnerEverything, including deleting the project.Yes
ManageEverything except deleting it — edit the SOQ, run tenders, upload documents, record payments.Yes
InvestorRead the project and its figures. Changes nothing.Yes
ViewRead the project.No
BidRead what they were invited to price, and bid on it.No

A project being public does not change this: contract totals, milestones and what has been paid are for the owner, managers and investors only.

Super Admin is a system role for platform staff, not a sign-up option. Picked the wrong role? You can switch later where your account allows it.