Field staff vs office staff roles in JobSheet
Roles at a glance
| Role | Best for | Can access |
|---|---|---|
| Workspace admin (owner) | Company owner | Everything: billing, branding, team, deletes |
| Office staff | Office, estimators, accounts | Quotes, invoices, reports, customers, jobs, schedule, team, subscription and billing |
| Field staff | Engineers, cleaners on site | Jobs, customers, schedule, notes, photos, support |
Field staff cannot open Quotes, Invoices, Credit notes, or Reports, and do not see pricing on commercial screens.
Invite with the right role
- Sign in as the workspace admin or office staff.
- Open Team members (phone: More, then Team members; computer: sidebar footer).
- Enter email and name.
- Choose Role:
- Field staff: jobs and schedule (no pricing). Default for new invites
- Office staff: quotes, invoices, reports, and subscription billing
- Choose Add team member.
Change someone’s role later
- Open Team members.
- Find the member and use the Role dropdown (Field staff or Office staff).
- The change saves as soon as you pick it. There is no Save button on this page. They may need to refresh or sign in again to see updated navigation.
The workspace admin and office staff can invite, change roles, or remove members, and can manage the plan in Subscription. Only the workspace admin can transfer admin or edit workspace branding settings. Field staff do not see Team members or Subscription.
What field staff see on Dashboard
Field staff see Reminders and today’s jobs instead of quote pipeline tiles. Quotes and Invoices tabs are hidden from the bottom navigation.
They can still:
- Open Job Sheets and Work Schedule
- Complete visits, add notes and photos, then mark Done
- Use Print / PDF on the job header
- Use recurring job series (create if your workflow allows, or only visits assigned to them)
They cannot mark a job Finished. That is for office staff after they have checked the sheet. They cannot Import CSV on Customers. That is for office staff and the workspace admin.