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.

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 and inputs:

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

Access Pipeline:

Allows your employee to use Pipeline.

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.
​
​See job costing margins and inputs: This permission allows your employees to see information about job costs and profits. In order for employees to track inventory details on jobs, this permission must be enabled.