Field User

Field Users, Field User view

Andriy avatar
Written by Andriy
Updated over a week ago


Field Users functionality provides the ability for Office Users to share data with technicians and installers from any web-enabled device. We do not currently offer a native mobile app for these users. However, the Field User view has been optimized for mobile devices. Although Office Users can be limited from what they see in-app via permissions, Field Users are limited by default for what they can see. Specifically, the overview of the Projects they're added as a resource on and the Tasks they're scheduled to perform. There are no additional permissions that can be applied to Field Users at this time.


Field User's Dashboards view provides the technicians with the immediate Tasks they have coming up on a daily/weekly basis. In this view, Field Users can clock in/out of Projects on the days they’re scheduled to perform specific Tasks and interact with the Task items. When a specific Task is opened, Users can check off the checklist items, update Task status, update Project items statuses, add site images and comments.


Contains a record of the user-specific time entries as the Field User clocks in and out of the Project while performing the assigned tasks. This section also provides the ability to adjust specific time entrees or manually create one if needed.


Provides a list view of all the tasks that have been assigned to the user over time. This view can be filtered by Task status. The Completed Task section can be expanded or minimized.


Provides the Field User with a weekly view of their schedule. Here, Users can select a specific day, scroll by week at the top of the view, and expand the Event Details by clicking on specific Events.


This is where the Field User will be able to view the overview of the Project they're added as a resource on, view Project Information containing client/contact details and site/billing addresses associated with the job

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