What are the different types of users?

There are three types of user roles you can assign to team members, depending on their role in your business.
‍- Admin
– Manager
– Service Agent
– Assignment Role (free)‍

Each user role comes with different permissions and capabilities within FieldPulse.

Admin
Receives full access to all Company Settings.

Manager
Creates and edits customers, jobs, and subtasks. Creates, edits, and sends estimates and invoices. Can view team schedules, status updates, and invoices, as well as all customers, team member geolocation tags, and team timesheets.

Service Agent
Updates assigned jobs and subtasks. Creates and sends estimates and invoices. Changes job status, attaches files, and adds comments. Can view assigned customer profiles and invoices from assigned jobs. Tracks individual time and timesheets.

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