There are four types of user roles you can assign to team members on FieldPulse depending on their role in your business.

Manager
Service Agent
Assignment Role (free)

Each user role comes with different permissions and capabilities within FieldPulse. Outlined below are the permissions and capabilities for each user role:

Manager

Create and edit customers
Create and edit jobs and subtasks
Create, edit and send estimates and invoices
View team schedules, status updates and invoices
View all customers
View team member geolocation tags
Track and view team timesheets

Service Agent

Updated assigned jobs and subtasks
Create and send estimates and invoices
Change job status, attach files and add comments
View assigned customer profiles
View invoices from assigned jobs
Track your time and timesheets

Assignment RoleĀ 

Assigned work by managers, for management purposes. Cannot log into app. This is used for managers to be able to see who is assigned to what job.


You can learn more about user roles and the pricing structure for each type of user on this page: https://www.fieldpulse.com/pricing

Congratulations! You now understand the four user roles on FieldPulse. If you have any questions about user roles, please reach out to us: john@fieldpulse.com

Next up: Creating a New Job Record


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