Give dispatch, field staff and the back office their own clear responsibilities.
| Role | Dispatch and scheduling | Routes and mobile work | Parts and truck stock | Estimates and signatures | Billing and payments | Service contracts and follow-up |
|---|---|---|---|---|---|---|
| Admin | Edit | View | Edit | Edit | View | View |
| Operations Manager | Approve | Edit | Approve | Approve | Approve | Edit |
| Dispatcher | Edit | Edit | View | Edit | Edit | Edit |
| Technician | View | Edit | Edit | Edit | Edit | View |
| Crew Lead | View | — | View | Approve | — | — |
| Inventory Clerk | — | — | Edit | — | — | — |
| Viewer | — | — | — | — | View | — |
Maintains identities, integration configuration and operational settings; configuration authority does not bypass transaction controls.
Owns service capacity, escalations and independent commercial decisions.
Starts on: Today's Schedule
Commits qualified assignments and customer windows and coordinates schedule changes.
Starts on: Today's Schedule
Records work only on assigned individual calls or calls assigned to a crew of which they are a current authorized member.
Starts on: My Route Today
Works assigned crew calls and provides an independent pricing decision where the configured limit permits.
Starts on: My Route Today
Requests and fulfils parts transfers within the configured inventory ownership boundary.
Starts on: Replenishments Pending
Reads operational summaries without transaction or identity administration rights.
Start free, then use Proto to change fields, steps and approvals before your team goes live.