The POC receives all customer replies to automated text notifications, within the chat section of the mobile app. They are also automatically assigned to all jobs booked online. Only one employee can be the POC.

Your customers will be able to book online time slots where at least one of your employees with this permission is available. The job will still be automatically assigned to the POC (Point of Contact) and will need to be dispatched appropriately.

Allows your employee to receive and reply to any messages from customers who use the Housecall consumer app.

Allows your employee to access and edit employee pay information, including wages.

Allows your employee to access and edit all of your primary account settings, including your company profile, billing info, employees, price list items, text notifications, and online booking windows.

Allow employees to create and edit automated email and SMS campaigns in Marketing Center.

Allows your employee to create and edit automated postcard and email campaigns.

Allows your employee to visit the primary Housecall Pro dashboard and view or create reports based on your job, financial, and imported QuickBooks Online data. If you're on the MAX plan, this also allows your employees to visit the Advanced Reporting.

The POC receives all customer replies to automated text notifications within the chat section of the mobile app. They are also automatically assigned to all jobs booked online. Only one employee can be the POC.

Allows your employee to receive and reply to any messages from customers who use the Housecall consumer app.

Allows your employee to see information about job costs and profits.

Allows your employee to use Pipeline.

Your customers will be able to book online time slots where at least one of your employees with this permission is available. Depending on your Online Booking settings, the job will be assigned to the POC (Point of Contact) or directly to the technician.

Required for all techs who create or edit jobs or estimates out in the field. Jobs and line items are read-only when this is off.

Allows your employee to delete or cancel a job.

For employees who need to be able to take payments in the field. This will allow employees to see pricing to present to the customer, collect payment, and send out invoices on the spot, saving tons of time on paperwork.

Allows your employee to take mobile check deposit. Requires the permission to take payments.

Gives your employee access to customers' phone numbers and email within the job details page to quickly and easily be in touch with the customer.

Allows your employee to see the customer's phone number and email address on jobs and estimates they are assigned to.

Allows your employee complete access to ALL customer information and allows them to add, edit, and delete customers.

Allows your employee to access and edit all of your primary account settings, including your company profile, billing info, employees, My Money, price list items, text notifications, and online booking windows. Note that this permission is defaulted to "off" for field techs.

Your customers will be able to book online time slots where at least one of your employees with this permission is available. The job will still be automatically assigned to the POC (Point of Contact) and will need to be dispatched appropriately.

Ensures your employee can only see the next job they are assigned to and not all of their scheduled jobs.

Allow your employee to see all of the jobs scheduled to their calendar.

Allows your employee to edit the message that appears on the bottom of the invoice or estimate PDF and the message in the email itself.

Allows your employee to see home data on the street view image in the mobile application.

This permission allows your employees to see information about job costs and profits.

Currently, only one Dispatch/Messaging POC can be established within an account.

No, since Field Techs don't have the ability to log in via the web browser and have less visibility into company data, they will not be able to see the jobs and appointments for other employees.

Part of the Job costing setup is entering your employees' pay details (inc. labor rate) in Housecall Pro. As this is sensitive information, there's a way to limit access to it. Users with the Admin/Owner role will always see employees' pay details. For users with the Office Staff role, you can disable or enable the 'View and edit employee pay details' permission.