Fieldworker mobile app permissions

A fieldworker sees what their permissions let them see. The permission list on their record decides which parts of the mobile app they get, one line at a time — so a technician who only needs today’s jobs is not handed the invoicing.

Open the person from the user list, then Fieldworker Mobile app permissions on the Overview tab.

Users → a user → Overview → Fieldworker Mobile app permissions

Each row is one permission, with a plain description of what it does and a tick in the View column when the person has it. Edit, in the corner of the section, opens the ticks for changing; Update saves them.

What the permissions open up

Permission	What it gives them
Client	The client record behind the job — who they are and how to reach them.
Invoice	Invoices in the app, so work can be billed from site. See how invoices work.
Quotation	Quotes in the app, for pricing work in front of the customer. See how quotes work.
Payment	Taking payment on site.
Item	The items and services on a job — see adding items in the app.
Add Job	Creating a job from the app, for work found while they are out.
Expense	Logging what they spent and claiming it back — see expenses and leave in the app.
Appointment	Appointments as well as jobs.
Recur	Pausing and resuming a recurrence — see recurring jobs.
Job Reschedule	Moving a job to another time themselves.
Job Revisit/Sub Job	Raising a revisit or a sub job when one visit was not enough.
Custom Field	Seeing the custom fields on a job in the app.

The list continues below these rows, and follows the same shape throughout: the category, what it means, and whether this person has it.

Setting permissions for everyone

The list on a person’s record is that person’s. The company-wide settings — the ones that apply to every fieldworker at once, and the finer job-level controls such as when contact details become visible or whether a client signature is required — live in Settings → Mobile App. See mobile app settings.

Set the company-wide rules there, then use this list to make one person’s access narrower or wider than the rest.