Users in ServicePal are assigned to a specific role which governs access and permissions to ServicePal


The user's role defines what the user can view, add and edit in ServicePal. You may change a user's role as needed. Any user can be assigned as a resource, which means the resource can be scheduled in the team calendar.


Technician

The role is typically used by field technicians. The role has the following privileges:

  • This role has access to ServicePal for iPad Only
  • Can view all customers
  • Can add and edit customers
  • Can only view jobs for which the resource is assigned
  • Can add, edit and reschedule jobs for which the resource is assigned
  • Can add, edit and remove equipment that was serviced on the job (PREMIUM plan)
  • Can add, edit and remove all job notes
  • Can add, edit and remove forms attached to jobs
  • Can view own timesheet
  • Can add, edit and delete own time records


Manager

The role should be assigned to service managers of office personal dispatching jobs. The role can schedule and dispatch jobs to any person flagged as a resource. The role includes the following privileges:
  • Can access both ServicePal for iPad and the ServicePal for the Office
  • Can view all customers
  • Can add, edit and archive customers
  • Can assign service agreements to customers (PREMIUM plan)
  • Can view all jobs
  • Can add, edit reschedule and archive jobs
  • Can view the team calendar 
  • Can add, edit and reschedule jobs
  • Can add, edit and remove equipment that was serviced on the job (PREMIUM plan)
  • Can add, edit and remove all job notes
  • Can add, edit and remove forms attached to jobs
  • Can view all time sheets
  • Can add, edit and delete any time record
  • Can approve/reject all time sheets

Administrator

Administrators have additional privileges to manage and customize ServicePal. Administrators can be assigned to jobs as a resource.
  • Can access both ServicePal for iPad and the ServicePal for the Office
  • Can edit account information, such as setting up work hours, job types, job statuses, customer types, tax rates.
  • Can change the subscription plan, and setup optional features (such as Text Messaging)
  • Can view all items
  • Can add and edit items, products and services; including prices
  • Can view all service agreements
  • Can add, edit and delete service agreements
  • Can view all users/resources
  • Can add, edit and inactivate users

  • Can add, edit and design forms in the Form Designer

  • Can view all customers
  • Can add, edit and archive customers
  • Can assign service agreements to customers (PREMIUM plan)
  • Can view all jobs
  • Can add, edit reschedule and archive jobs
  • Can view the team calendar 
  • Can add, edit and reschedule jobs
  • Can add, edit and remove equipment that was serviced on the job (PREMIUM plan)
  • Can add, edit and remove all job notes
  • Can add, edit and remove forms attached to jobs
  • Can view all time sheets
  • Can add, edit and delete any time record
  • Can approve/reject all time sheets