HVAC Service Software Views for Owners, Coordinators and Technicians
Owners, coordinators and technicians all handle the same service call. Each is shown the fields that suit the work, and edits are limited to what the role needs.
What each role sees
What each role can change
A technician fills a job sheet but cannot alter an invoice. A coordinator moves a visit but cannot change a stock balance. Owners can edit what they choose, and the change is logged with the user and the time.
Phones and the office screen
Technicians work on phones in the field. Coordinators and accounts usually work on a computer in the office. Owners and managers use either. The same record shows on both.
What the business decides
The roles above are a starting point. Which of your people sees prices, who can give a discount and whether a technician may see the customer’s phone number are decided with you during set-up. Limits are set for the person, not only for the job title.
Frequently asked questions
Can a technician see what other technicians are doing?
Not unless you allow it. By default a technician sees only the visits assigned to them.
Can a technician see the price of a repair?
That is your choice. Many businesses hide prices from technicians and show them only the job and the parts.
Can a branch manager see only their branch?
Yes. Access for a branch manager can stop at one branch’s calls, contracts and stock.
Is there a record of who changed what?
Yes. Changes to a visit, an invoice or a stock balance are logged with the user and the time.
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