Role Types within FieldInsight

There are three types of roles that can be created in FieldInsight: Administration (called 'Admin' for short), Schedulers and Technicians.

ADMIN ACCOUNTS

  • Can create, edit and delete accounts for Schedulers and Technicians.
  • Can create, edit and delete jobs, and assign staff to jobs.
  • Can create, edit and delete Customers, Account Customers and Inventory.
  • Have unrestricted access to the FieldInsight application.

SCHEDULERS

  • May be able to delete jobs (if an Admin allows).
  • May have access to FieldInsight account settings (if allowed).
  • Do not have access to the FieldInsight mobile app.
  • Have restricted access to the FieldInsight app.

TECHNICIANS

  • Cannot create, edit or delete jobs. (unless allowed)
  • Can no create a quote (unless allowed)
  • Can add inventory to a job (if allowed)
  • Do not have access to the FieldInsight account or account settings.
  • Do have access to the FieldInsight mobile app.
  • Can update the status on jobs assign to them, and send text messages to customers through the mobile app.
  • Only able to see the jobs on there own schedule.
  • You can set a technician as a team lead if that person is responsible for another time sheet entry.

There are a variety of settings that can be changed in System Fields as well as Misc that will enable to tp get the right balance for your team.

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