User Level Permissions

Lexul Field Service offers multiple permission levels to control user access and keep each team member focused on their role.

Technician Permissions

Technicians can:

• View assigned Work Orders in Service status. (Also can view other statuses if workspace setting has been changed.)
• Edit/add information in Arrival, Site Survey, Pre-Service, Service, Post-Service, Sign-off, and Invoice tabs.
• View assigned Work Order history, customers, assets, contracts, and documents.
• Add documents, parts, and services to Work Orders.
• View/download technician documents and authorization letters.
• View and delete images.
• View personal Shift Times and Work Times.
• Add personal Shift Times and Work Times.

Foreman (Technician) Permissions

Includes all Technician permissions, plus:

• View crew members.
• View crew Timesheets, Shift Times, and Work Times.
• Log Shift Times and Work Times for the crew.
• Edit Work Time Types for the crew.

Office Staff Permissions

Includes full workspace management access:

• View, add, edit, and export Work Orders.
• View, add, and edit Customers and Assets.
• View, add, and edit Routes.
• Manage Documents and Authorization Letters.
• Manage Contracts.
• Manage Parts and Services.
• Create and edit Pre-Service and Post-Service Inspections and Questions.
• View and manage all Timesheets, Shift Times, and Work Times.
• Export Timesheets.
• Manage Crews.
• View all Users.

Office Admin Permissions

Includes all Office Staff permissions, plus:

• Add/edit Billing Information.
• Add/edit all Users.

Lexul Client Permissions

Includes all Office Admin permissions, plus:

• View Integrations.
• Add/edit QuickBooks Integration connections.