Using Tradesman
Deciding Who Sees the Prices
Getting on for eighty separate permissions, grouped by the part of the business they touch — including letting a tech build an estimate without seeing a dollar figure.
Most software gives you admin and not-admin. Real crews need something between those.
How it works
- Create a role from a template, or build one up.
- Work through the permission groups, one per part of the business — jobs, tasks, job line items, estimates, invoices, customers, time clock, expenses, pricebook, inventory, dispatch, stats, settings, team, service requests, messages, marketing, AI phone, payroll, the calendar feed and calendar blocks among them.
- Assign the role to people.
The owner always has everything. That can't be switched off.
The permissions worth knowing about
- Pricing visibility on estimates and invoices is separate from access. A technician can build the document and add line items without ever seeing what the customer is being charged. This is deliberate, and it's the one people are most surprised exists.
- Update job status without being able to edit the job.
- Convert a request into a job — useful for a dispatcher, not for everyone.
- Own hours versus all hours on the time clock, and the same split on expenses.
- Assign dispatch, and mark invoices paid, as standalone permissions.
- Subscribe to the whole org's calendar rather than only your own assigned jobs. That feed URL leaves the app, so it's a deliberate grant.
There are also two simple switches outside the role system: whether technicians can open the inventory screen, and whether they can open the pricebook.
Where you'll find it
Web at /dashboard/settings/roles, and Roles in the mobile app.
Related: Get your crew in · Build an estimate
Free during beta. See the plans.
Header photo: Various keys on keyring by Pittigrilli, CC BY-SA 4.0, via Wikimedia Commons.
