Assign field, management and billing responsibilities to the people doing the work.
| Role | Sites | Installation engagements | Field work | Technician time and expenses | Milestone billing | Delivery economics |
|---|---|---|---|---|---|---|
| Field Operations Director | View | View | View | — | View | View |
| Regional Installation Manager | Edit | Edit | View | View | View | Edit |
| Installation Manager | View | Edit | Edit | Edit | Approve | Edit |
| Installation Technician | View | View | Edit | Edit | View | Edit |
| Billing Coordinator | View | View | View | — | Edit | Edit |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
Owns delivery oversight and reviews installation economics across organizations.
Starts on: Site Milestone Payments Overdue Or Disputed
Coordinates site and engagement work across a region and reviews exceptions.
Starts on: Technician Hours Awaiting Approval
Owns installation plans, field work review and milestone readiness.
Starts on: Technician Hours Awaiting Approval
Records delivered work, time and expenses for assigned installations.
Starts on: Work Order Status Board
Prepares milestone invoices and reconciles recorded payment outcomes.
Starts on: Site Milestone Payments Overdue Or Disputed
Configures access, reference records and operating setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.