Every service company divides work differently. Some team members may cover more than one role, but these guides help each person start with the Fieldified features most relevant to their day.
Overview
These role guides explain how Fieldified supports different responsibilities inside a service company. Your company may use different job titles, and one person may cover more than one role.
Use this overview to decide which guide each team member should read first.
Company owner or admin
Owners and Admins usually manage Company Settings, team access, client visibility, reporting, and rollout decisions.
They focus on:
- Team management and permissions.
- Company setup.
- Client-facing settings.
- Request forms and online intake.
- Business goals and reports.
- Activity and account visibility.
- Invoicing and payment oversight.
- Team adoption and training.
Start with Company owner or admin.
Admin or dispatcher
Admins and Dispatchers usually handle intake, scheduling, job coordination, client updates, and keeping work moving from one stage to the next.
They focus on:
- Scheduling assessments and visits.
- Creating one-off and recurring jobs.
- Assigning team members.
- Adding job instructions.
- Managing notes, attachments, and checklists.
- Sending booking confirmations and reminders.
- Converting requests to quotes or jobs.
Start with Admin or dispatcher.
Sales
Sales users usually work with requests, assessments, quotes, bids, follow-ups, and conversion into jobs.
They focus on:
- Completing assessments.
- Capturing photos and notes.
- Creating quotes in the office or field.
- Adding line items, optional items, discounts, taxes, and deposits.
- Sending quotes.
- Tracking quote statuses.
- Following up on open quotes.
- Converting approved quotes to jobs.
Start with Sales.
Fieldworkers
Fieldworkers usually work from the Schedule, complete visits, add notes, fill checklists, track time, and update job progress.
They focus on:
- Clocking in and out.
- Viewing daily schedule.
- Opening visits.
- Sending on-my-way updates.
- Starting and stopping job timers.
- Adding notes, photos, and attachments.
- Filling out checklists.
- Completing visits.
- Creating invoices and collecting payment when part of their role.
- Reviewing recent client and work history.
Start with Fieldworkers.
Practice tasks
Have each team member practice their own workflow:
- Owner/Admin: add a team member, review permissions, create a request form, and review activity.
- Dispatcher: schedule an assessment, create a job, add instructions, and send a booking confirmation.
- Sales: complete an assessment, create a quote, send it, and set up follow-up.
- Fieldworker: clock in, open a visit, add a note, complete a checklist, and complete the visit.