What can field team members view?

Field team members have limited permissions and can only see work you’ve assigned to them. Here’s what they see when they sign in to YourTradeBase.

Field team members can only view:

Field team can view their schedule of work

Any work dates or appointments can be viewed by field staff – but only if they have been assigned to the work:

Clicking ‘ view details‘ shows them more detail about the work date or appointment:

Field team are able to view job sheets only for work that has been assigned to them.

Job sheets can be customised to show only the information you would like the team and your customer too see

Here's what a job sheet looks like:

Field team members can add notes from site as well as any photographs they have taken.

There is also the facility for them to get a customer signature before leaving site to confirm the work has been completed

Signatures can be signed on any smart phone by the customer