Mobile app settings

These settings apply to everyone who uses the mobile app. They are the company-wide answer to what a fieldworker sees on their phone.

They are not the same as a fieldworker’s own permissions, which are set person by person on their user record. This screen sets the ceiling; the user record narrows it further for one individual.

Settings → Mobile App.

Settings → Mobile App

Application level permission

Settings → Mobile App → Application Level Permission covers the app as a whole.

The job list layout

Settings → Mobile App → Application Level Permission

Set job list template decides what an engineer sees first when they open their day. Both templates carry the same three things in a different order:

Template	Reads
Default Template	Job code and client name, then job type/services, then the address.
Advanced Template	The address, then job type/services, then the job code and client name.

Pick the one that matches how your engineers work. Somebody driving between eight jobs wants the address first; somebody working through named accounts wants the client.

Item permissions

Settings → Mobile App → Application Level Permission

Item Permissions decides who can View, Add, Edit and Delete items from the app, chosen by user. As the screen says, it applies globally across appointments, jobs, quotations and invoices — it is one answer for all of them, not per module.

Two switches sit under it:

• Show & edit item description — whether an engineer can see and change the description on a line, again across every module.
• Show rate & amount — whether they see the money. This affects the appointment section too.

Show rate & amount is the one to think about. An engineer who can see rates can answer a customer’s question on the spot; an engineer who cannot will not accidentally quote a price you did not intend.

Below these, Fieldworker permission to email or view job card from mobile app controls whether they can send the job card themselves.

Update saves.

Job level permission

Settings → Mobile App → Job Level Permission covers what happens on one job. Its options are numbered, and the Guide Image on the right maps each number onto the app’s job screen.

Settings → Mobile App → Job Level Permission

Settings → Mobile App → Job Level Permission

#	Setting	What it does
1	Show contact details	When the client’s phone and email become visible — the shipped choice is only after accepting the job.
2a	Show Source Quotation	Shows the quote the job came from.
2b	Show Additional Quotations	Shows quotes raised during the job.
3	Hide Company Name (Client Name)	Hides client names from the job list, job details, appointment list and appointment details.
4	Able to modify the actual time spend on the field	Whether an engineer can correct their own recorded hours.
5	Raise a request when items are unavailable	Lets them create an Item Request, Quote Request or Warranty Request from site.
6	Allow Fieldworker(s) to get customer’s signature	And, beneath it, whether that signature is mandatory before the job can be marked complete.
7a	Notes on job completion cannot be altered	Locks the completion note once the job is completed.
7b	Form Must Be Submitted to Complete a Job	The additional form has to be filled in first.
8	Reschedule Job Permission	Which users can reschedule from the app.
9	Revisit Job Permission	Which users can raise a revisit.
10	Additional Form	Whether forms appear on the job at all.
11	Equipment	Whether equipment appears, whether they can see its service history, and (12) whether they can add new equipment.

Update saves.

The ones worth deciding deliberately

Show contact details and Hide Company Name exist for businesses working through an intermediary, where the engineer is not supposed to have a direct line to the end customer.

Able to modify the actual time spend on the field is the difference between recorded hours being evidence and being a claim — it feeds worklog and timesheets, and from there labour billing.

Notes on job completion cannot be altered turns a completion note into a record. Worth having wherever the note is the account of what happened that a customer or an auditor later reads.