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