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Who uses this: Limited Agents — the role’s permissions set what appears in the app. Availability: FieldPulse mobile app on iOS and Android; Limited Agents cannot access the web app.
If you’re a Limited Agent, the FieldPulse mobile app is where you see the jobs you’re assigned, view their details and files, and log your time — a focused, field-only view of the app.

Overview

This overview is for Limited Agents — the most restricted of the mobile roles, built to see and work only the jobs assigned to you. Your access is different from a manager’s or a Service Agent’s, and if a feature or detail isn’t available in the app, your permissions are the most likely reason. Reach out to your manager with any questions about your access. Here is how the Limited Agent view compares with the other mobile roles: For the full definition of each role and the permissions behind it, see User Roles and Permissions Details. To get the app, download FieldPulse from the Apple App Store (iPhone or iPad) or the Google Play Store (Android phone or tablet) and log in with your credentials.

Video walkthrough

Video walkthrough: the FieldPulse mobile app as a Limited Agent

What you can and can’t do

As a Limited Agent, your access is set by your role and your permissions:

How it works

When you log in, the FieldPulse mobile app opens on your schedule and shows the jobs assigned to you. Two tabs anchor a Limited Agent’s day: Schedule in the bottom left corner and Timesheets in the bottom right.

Dashboard

On login you land on My Schedule, the Limited Agent dashboard, which lists any jobs assigned to you. The My Schedule screen a Limited Agent lands on at login, with the Schedule tab highlighted in the bottom left corner From the My Schedule dashboard you can:
  • Tap the round profile icon in the top left corner to edit your profile, view notifications and reminders, or log out.
  • See your jobs for the day.
  • Clock in and clock out.
Arrows pointing to the profile icon in the top left and the Schedule and Timesheets tabs at the bottom of the My Schedule screen

Schedule

The Schedule tab lists your assigned jobs with four ways to view them:
List view of a Limited Agent's assigned jobs, sortable by day, week, or month
Calendar view showing assigned jobs in a weekly calendar format
| Dispatch view showing a timeline of scheduled jobs across the week | Map view plotting assigned jobs on a map | From any view, tap a job to open its full details, including customer information and options to clock in or out directly from that job.

Customizing your job tiles

To show more information on each job tile for quick viewing on the schedule, customize the tile layout:
  1. From a schedule view, tap the three dots in the upper right corner of your screen. Three-dot menu in the upper right corner of a schedule view
  2. Tap Customize Job Tile. Customize Job Tile option in the schedule view menu
  3. Select Custom Job Tile Layout, then tap Select Fields to Display. Custom Job Tile Layout selected on the Customize Job Tile screen, with the Select Fields to Display link highlighted
  4. Use the check boxes to select which fields display on your job tiles, then press the green Save Fields button. Field check boxes on the Select Fields to Display screen, with the green Save Fields button highlighted
  5. Back on the Customize Job Tile screen, press the green Save Settings button.
Green Save Settings button at the bottom of the Customize Job Tile screen

Timesheets

The Timesheets tab is where you clock in and out for the day, using both timesheet types:
  • General timesheets track your entire workday, from clock-in to clock-out.
  • Job timesheets track the time you spend completing a particular job or service.
Select Day or Week at the top of the screen to view or edit an entry. To review your past timesheets, select the specific day or week you want to see. My Timesheets screen with the Day and Week toggles, General and Job Timesheet columns, and the clock in and clock out buttons

Availability

The FieldPulse mobile app runs on iOS (Apple App Store) and Android (Google Play Store). Limited Agents work from the mobile app only — the role has no access to the web app. The mobile app is currently available only in English, regardless of the country in which it is used.