MoveBoardWhat a foreman may do on the crew's phone starts from your company's settings for the whole position: Settings › Crew › Foreman app, Settings › Documents › Change orders and Settings › Documents › Release form. If one foreman should be treated differently, change it on that person's Permissions tab. Everyone else keeps following the settings.
What you can change for one person
| Switch | What it does on the crew's phone | The position's setting |
|---|---|---|
| Can view past jobs | The Past tab on the Jobs screen | Crew › Foreman app |
| Can skip the customer ETA text | Continue without notifying when going en route | Crew › Foreman app |
| Can write change orders | Start a new change order on the job | Documents › Change orders |
| Can add services on release forms | Add an item that isn't on your release form list | Documents › Release form |
| Can change service prices on release forms | Type a different price for an item on the release form | Documents › Release form |
| Can decline a schedule | DECLINE next to CONFIRM when put on a crew | Crew › Foreman app |
| Can ask for time off | Ask the office for a day off from the Tracker | Crew › Foreman app |
| Can add custom services on the bill | Add a Custom Service on the bill of lading | Crew › Foreman app |
| Can change prices on the bill | Type a different price for a service, a material or added cubic feet on the bill of lading | Crew › Foreman app |
The release form settings are per move type. If yours differ between residential, commercial and military, the row says Depends on the move type until you change it for the person. A change for the person then applies to every move type.
Change it for one foreman
- Open Settings › Users & permissions › Users and click the foreman.
- Open Permissions and scroll to the Crew phone card.
- Each row says From position (it follows your settings) or Changed for this person. Flip the switch to change it for this person.
- Press Save. Their phone follows it on the next screen they open.
To put a row back, press Reset to position, then Save. Flipping a switch back to what it was is no change, and Save stays dark.
Good to know
- Only an admin, or someone with Can change employees' permissions, can change these.
- It's per branch, like every permission. A foreman working in two branches is set in each.
- The phone hides what the person can't do, and the server refuses it too. For example, a foreman whose Can change service prices on release forms is off can't save a new price, even from an old screen.
- A change made for one person stays when you change the company's setting later. Reset to position makes them follow it again.
- For a helper or driver with no office position, the Permissions tab shows only the Crew phone card (they have no office permissions). Only an admin, or someone with Can change employees' permissions, sees it.
- Bill of lading permissions, like Can remove other fees on contract, are already per person in the Bill of Lading card.
- Without Can change prices on the bill, the foreman can still add services and materials at your price list's prices and change quantities. Lines the office already put on the bill can be kept and their quantities changed.
- Ed can explain where these switches are and what each one does.