There are four types of user roles you can assign to team members on FieldPulse depending on their role in your business.
Administrator
Manager
Service Agent
Assignment Role (free)
Each user role comes with different permissions and capabilities within FieldPulse. You can customise their permissions and what each user will have access to. Outlined below are the permissions and capabilities for each user role:
Administrator
Admin users have full access to the FieldPulse account. This role is best assigned to the company owner and the office manager.
Full account access
Update and change billing preferences
Update subscription settings
Create and edit customers
Create and edit jobs and subtasks
Create, edit and send estimates and invoices
Create, edit and send purchase orders
View supplier invoices, and connect them to jobs and invoices
View team schedules, status updates and invoices
View all customers
View team member geolocation tags
Track, edit and view team timesheets
Full reporting capabilities
Manager
Managers or 'Team Managers' can create and assign work to their team members. Each 'Team Manager' can be assigned to lead multiple teams.
Create and edit customers
Create and edit jobs and subtasks
Create, edit and send estimates and invoices
Create, edit and send purchase orders
View supplier invoices, and connect them to jobs and invoices
View team schedules, status updates and invoices
View all customers
View team member geolocation tags
Track and view team timesheets
Full reporting capabilities
Example:
Service Agent
The Service Agent role is designed only to see the work they are assigned. Their permission settings can be adjusted as desired.
Updated assigned jobs and subtasks
Create and send estimates and invoices (if permission is enabled)
Change job status, attach files and add comments
View assigned customer profiles (if permission is enabled)
View invoices from assigned jobs (if permission is enabled)
Track your time and timesheets
Example:
Assignment Role
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
How can we reach you?
We’re available Monday-Friday 8:00am -6:00pm CST
Email: Support@fieldpulse.com
US Customer Success Team Phone: 469-382-5668.