FieldQuo

The Dispatcher level

The team lead's level: everyone's schedule and hours, documents created and edited but never deleted, invitations for crew — without cost, margin or payment collection.

ਇਹ ਲੇਖ ਫ਼ਿਲਹਾਲ ਅੰਗਰੇਜ਼ੀ, ਫ਼ਰਾਂਸੀਸੀ ਅਤੇ ਸਪੈਨਿਸ਼ ਵਿੱਚ ਉਪਲਬਧ ਹੈ। ਤੁਸੀਂ ਅੰਗਰੇਜ਼ੀ ਸੰਸਕਰਣ ਪੜ੍ਹ ਰਹੇ ਹੋ। Français · Español

Dispatcher runs the week. Everyone's schedule and everyone's time are editable; quotes, jobs, invoices and leads can be created and edited — but not deleted. It is the level for the team lead who books the crew, moves visits and keeps the week honest, without the power to remove anything.

The product's own description on the level card: “Edit job, team, and client details. Recommended for team leads.”

Overview

Dispatcher sits in the Manager tier, shared with Manager — which is why the two look alike in some places and why the badge on Manage Team names the level rather than the tier. The tier is what lets a Dispatcher invite people, approve hours and leave, publish shifts and edit the booking page. It uses a seat.

What a Dispatcher can do

  • Edit everyone's schedule (Schedule: Edit everyone's schedule) and draft and publish the crew's week on Assign shifts.
  • See, record, edit and delete everyone's hours (Time Tracking & Timesheets) and approve them on Timesheets before they reach a pay run.
  • Create and edit leads, quotes, jobs and invoices (all four at View, create, and edit), turn a quote into a job, approve instant estimates on Quote reviews, and assign work to people.
  • Full client records (Clients and Properties: View and edit full client and property info); view and edit all notes; see everyone's safety incidents and follow them up.
  • Invite people — Crew or Estimator only — approve time off, and open Your team, Team calendar, Subcontractors, Vehicles, Marketing, Designer and Funnels.

What they cannot do

  • Delete a quote, job, invoice, lead or client — every document dial stops one rung short of delete.
  • See cost or margin: Job Costing is off, so no KPIs, Overhead or Material Costs, and the Vehicles screen shows the van without what it cost.
  • See anyone else's expenses (Expenses: their own), so no Expenses roll-up and no Purchasing.
  • Collect payments (Payments is off), see anyone else's payslips or run payroll, or open the company's billing.
  • Change an existing person's level, make an administrator, or deactivate anybody — the dropdowns on Manage Team are badges for a Dispatcher.

The Settings rows they see

Everything gated on running a crew: Company Settings, Branding, Manage Team, Booking Page, Work Areas, Custom Fields, Email Templates, PDF Templates, Quote Email, Follow-ups, Translations, Client messages, Checklists, Job photo tags, Email Domain, Your website, Phone receptionist, AI credit, AI employee, Share your links, Bio link, Reviews, plus the price book. Hidden: Account & Billing, Payments, Payroll, Activity Log, Time Off Policies, Notifications, Meta Ads, Refer & Earn, Data Migration, Overhead, Material Costs, Expense Tracking.

ਅਕਸਰ ਪੁੱਛੇ ਜਾਂਦੇ ਸਵਾਲ

My dispatcher needs to delete a cancelled job. What do I do?

Delete is what separates Manager from Dispatcher. Either move them to Manager, or open Custom… and raise the Jobs dial alone to View, create, edit, and delete.

Can a Dispatcher make somebody a Manager?

No. A Dispatcher can invite Crew or Estimator only, and cannot change anyone who is already on the roster. Only an owner or administrator re-grades people.

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