Fieldkit
Help Center

Roles and Permissions

Quick version: Fieldkit has two roles. Admins can do everything. Technicians see their assigned jobs and can update job status -- but they cannot change settings, manage the team, or see financials (unless you allow it).

The two roles

Admin

Admins have full access to everything in Fieldkit:

  • Create and manage all jobs, estimates, and invoices.
  • See all financial information (pricing, payments, reports).
  • Invite and remove team members.
  • Change company settings.
  • View all customer information.
  • Access marketing tools and reports.
  • Manage subcontractors.
  • Approve or reject technician time entries.

The person who created the Fieldkit account is automatically an Admin. You can have multiple Admins.

Technician

Technicians have a focused view built for the field:

  • See jobs assigned to them on the My Jobs page.
  • Update job status (On My Way, Start Job, Complete).
  • View customer contact info and job addresses.
  • Navigate to job sites with one tap.
  • Call customers directly from a job card.
  • Log time on jobs.
  • View their own timesheet.

Technicians cannot do the following by default:

  • See pricing on estimates or invoices.
  • View payment information.
  • Access reports or financial data.
  • Change company settings.
  • Invite or remove team members.
  • Manage subcontractors.

Financial visibility toggle

For each technician, you can turn on "Can view pricing, invoices & payments." This is a per-person setting.

When turned on, the technician can:

  • See line item prices on jobs.
  • View invoices and payment status.
  • Create invoices from completed jobs (if tech invoicing is also enabled in settings).

When turned off (the default), all dollar amounts are hidden from that technician.

To change this setting:

  1. Go to Settings > Team.
  2. Click the Edit button next to the team member.
  3. Toggle the financial visibility switch.
  4. Click Save Changes.

Who can change roles

Only Admins can:

  • Invite new team members and choose their role.
  • Edit a team member's permissions (financial visibility, labor rate).
  • Deactivate (remove) a team member.
  • Reactivate a previously removed team member.

An Admin cannot remove themselves from the team.

Labor rate settings

Admins can also set a labor rate for each team member. This is used for job costing, not for payroll. You can set:

  • Employment type -- W2 Employee or 1099 Contractor.
  • Hourly cost -- the fully burdened rate (wages + taxes + benefits for W2 employees).

This information is only visible to Admins.

Tips

  • Start new team members as Technicians. You can always upgrade them to Admin later.
  • Keep financial visibility off unless the technician needs to discuss pricing with customers on-site.
  • The labor rate is for your internal job costing reports -- it is not shown to technicians.

Related