Switching app views

Overview#

TradesWork Field is one app with three views, and it opens in the one that fits the person. The Technician view is the job-site app (Today, the appointment, invoice and payment). The Sales view is for selling in the home (see Sales view in the TradesWork app). The Owner view is the business at a glance (see Owner view in the TradesWork app). An admin can choose which view each person opens to, and people whose role can use more than one can switch on their own device.

Before you start#

• Setting someone's view needs the Owner or Admin role (users.manage).

• Which views a person can use comes from their role:

  • Technician view: roles that work appointments (Technician, Dispatcher, Sales rep, Sales manager, Owner, Admin).

  • Sales view: Sales rep, Sales manager, Owner and Admin.

  • Owner view: roles that read reports (Owner, Admin, Accounting, Customer service, Viewer, Dispatcher).

• The default when nothing is set: Technician and Dispatcher → Technician view; Sales rep and Sales manager → Sales view; Owner, Admin, Accounting, Customer service and Viewer → Owner view.

Steps#

Set the view someone opens to (admins)#

1. In the office, open Settings › People › Employees & Role Permissions.

2. In the People table, find the App view column for the person.

3. Pick a view, or leave Role default (…) to follow their role. Only views their role can use are listed.

4. For salespeople, type their Monthly goal $ (leave it blank for no goal).

5. Press Save. It applies the next time they open the app.

Switch views on your device#

1. If your role can use more than one view, a two-arrow Switch view button shows at the top of the home screen on a phone (at the bottom of the left rail on an iPad).

2. Tap it and pick Technician view, Sales view or Owner view. The app goes to that view's home.

3. You can also switch in Account › Switch view.

4. Your device remembers the choice. Sign in on another device and you start from your admin's choice again.

Settings that change this#

• Settings › People › Employees & Role Permissions: role, App view and Monthly goal $.

Tips#

• An owner who also runs sales calls can open in the Owner view and switch to the Sales view at the door.

• A dispatcher who rides along can use the Technician view on a job and the Owner view for numbers.

Troubleshooting#

• No Switch view button → your role can use only one view → ask an Owner or Admin to change your role if you need another view.

• "isn't available to a …" when saving the App view → that view needs permissions the role doesn't have → change the role first, or pick another view.

• The app still opens the old view → the device remembers your own switch → switch back with Switch view, or the new default shows on a device you haven't switched on.

FAQ#

Does switching views change what I'm allowed to do? No. Your role decides what you can see and change; the view only changes the screens. The server checks every action.

Is the Owner view the same as signing in to the office? No. It's a phone-sized summary. The office site has every report and setting.

Coming from ServiceTitan#

• Same: what you can do follows your role in Settings › People.

• Different: ServiceTitan has one mobile app layout for technicians; TradesWork Field also has a Sales view and an Owner view, picked by role and switchable.

• Where it lived: roles in ServiceTitan Settings › People › Employees.