Roles & Permissions
When adding a new employee or editing an existing employee, you can adjust the employee permissions for each employee individually to set what they have access to in the system. Setting up your Employee Permissions correctly will ensure that everyone can use Housecall Pro in the best way possible so you can keep your business moving along as smoothly as possible.
Employees can be entered as Admin/Owner, Office Staff, or Field Tech. Below are the lists of each role and permission type, and what each permission allows.
Admin/Owner Permissions
Admin/Owner users will have access to your full account, meaning that they can add and delete employees, see all reporting, view all jobs and employees' schedules, and edit your company information. We recommend limiting this permission to only the owner(s) or main Admin.
Dispatch/Messaging POC (Point of Contact): 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.
Online booking availability: 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.
Allow user to chat with customers: Allows your employee to receive and reply to any messages from customers who use the Housecall consumer app. |  |
Office Staff Permissions
View and edit employee pay details: Allows your employee to access and edit employee pay information, including wages.
Update company account info: 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.
Access Marketing Center Campaigns: Allow employees to create and edit automated email and SMS campaigns in Marketing Center.
Access marketing campaigns: Allows your employee to create and edit automated postcard and email campaigns.
Access reporting: 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.
Dispatch/Messaging POC (Point of Contact): 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.
Allow user to chat with customers: Allows your employee to receive and reply to any messages from customers who use the Housecall consumer app.
See job costing margins: Allows your employee to see information about job costs and profits.
Access Pipeline: Allows your employee to use Pipeline. | 
|
Field Tech Permissions
*Please Note: Field Techs are only able to log in via the mobile app and not the web browser.*
Add/edit jobs: 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.
Delete/cancel jobs: Allows your employee to delete or cancel a job.
Take payments & see prices: For employees who need to be able take payment 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. See customer phone number and email: 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.
Allow user to chat with customers: Allows your employee to see the customer's phone number and email address on jobs and estimates they are assigned to.
See & edit customer database: Allows your employee complete access to ALL customer information and allows them to add, edit, and delete customers.
Update company account info: 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.
Online booking availability: 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.
Show tech's next job: Ensures your employee can only see the next job they are assigned to and not all of their scheduled jobs.
Show techs full schedule: Allow your employee to see all of the jobs scheduled to their calendar.
Edit Message on Invoice: 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.
Show home data: Allows your employee to see home data on the street view image in the mobile application. |  |
FAQs
Can I have more than one Dispatch/Messaging POC?
Currently, only one Dispatch/Messaging POC can be established within an account.
Can my Field Tech see the schedule for all other employees?
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.
How do I limit access to employee pay details?
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.
Check out these tips on attracting great employees to your company.