You can set permissions for any technician to control what they can see and do in the mobile app. Technician permissions are not the same as user permissions which control what office staff can view and manage in the web dashboard.
Technician Permissions
Step 1: Go to the Technicians page by clicking "TECHNICIANS" in the left hand menu
Step 2: Click "Edit" next to the Technician you want to change permissions for
Step 3:
Click the toggle switches next to each permission row to turn them on or off (the setting change saves as soon as you click the switch)
Technician Permissions List
Each permission below applies to the mobile app only as Technicians can't login to the web dashboard unless they have a separate user login.
Can see customer contact info
Tech must have this permission to view customer phone number
Can edit "on the way" text message
Tech must have this permission to edit the default "on the way" message that is sent to the customer
If a technician does NOT have this permission activated, they can still select the number of minutes for their ETA but they can't alter the message in any other way
Can edit equipment items
Tech must have this permission to edit equipment details on customer history screen or while completing Jobs & Route Stops
Can view and manage existing products/services on Jobs
Tech must have this permission to view and manage products or services on Jobs
Can see prices/amounts
Tech must have this permission to see prices or amounts for products or services on Jobs
Can create new products/services
Tech must have this permission to create new products or services
Can create Route Stops
Tech must have this permission to create a Route Stop on demand
Can create Jobs
Tech must have this permission to create new Jobs
Can create Invoices
Tech must have this permission to create new Invoices
Can create Quotes
Tech must have this permission to create new Quotes
Can create Customers
Tech must have this permission to create new Customers
Can add notes that customers can view in Job/Route Stop Emails
Tech must have this permission to enter specific notes for the customer to see
Photo captions show in customer emails
Tech must have this permission to enter photo captions in the app that display beneath the photo(s) in the customer email
Can edit Jobs
Tech must have this permission to edit Job details
Can edit Invoices
Tech must have this permission to edit Invoice details
Can send Job emails to customers
Tech must have this permission to send Job emails to customers
Can send Invoice emails to customers
Tech must have this permission to send Invoice emails to customers
Can access customer details/history screen
Controls whether technicians can view the customer details screen which has a lot of data similar to what can be viewed on web dashboard by an office user. The individual sub-permissions below control more specifics of what they can access or change on that screen.
Can view job & route stop history
Tech must have this permission to see job & route stop history for a customer (they can always view their own completed Job/Route Stop history on a different screen)
Can view quote history
Tech must have this permission to see quote history for a customer (they can always view quotes they are assigned to from a different screen)
Can view invoice history
Tech must have this permission to see invoice history for a customer
Can view payment history
Tech must have this permission to see a customer's payment history
Can edit gate codes
Tech must have this permission to edit gate codes
Can edit property access instructions
Tech must have this permission to edit property access instructions
Can edit dog info
Tech must have this permission to edit information about dogs
Can access scheduling screen
Tech can access the new scheduling section in app
Can view other technician's routes
Tech can view all routes for all technicians (if they don't have this permission, they can only view their own routes)
Can assign & remove technicians from routes
Tech can change who is assigned to which routes
Can move & schedule jobs / route stop
Tech can move & schedule jobs / route stops to any route they have permission to view
Can view unscheduled jobs / route stops
Tech can open the "Unscheduled" section at the top of the screen to view jobs and route stops that haven't been placed on a route yet
Can view future dates
Tech can view scheduling for any future date they want (if they don't have this permission, they can only view today's date)
Can mark jobs to be skipped
Tech can mark any job / route stop they have permission to view as "Skipped". Skipped jobs won't display as needing to be done in the app for the assigned tech.
Can edit start and end locations
Tech can change the address for the start or end location on any route they have permission to view