Field work overview: the tabs and who sees them

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Field work overview: the tabs and who sees them

What each Field work tab does and how your role decides which tabs you see.

Field work is the office side of running crews: today’s jobs, who works where, hours, your team, checklists and job profit. Your crew uses the phone side, called My work.

Where to find it

Hub left menu, group Schedule & Field, then Field work. Managers can also reach it from My work → Office.

The tabs

Each tab shows only if your role allows it, and the server checks again.

Tab What it is for Needs this right
Today The day’s dashboard See every job
Assign crew Who does the job, and when Assign people
Hours worked Review and approve time Approve hours
Team Employees, crews, availability, cost rates Manage employees
Location Live map and mileage See live location or history
Purchases Orders, vendors and receiving Purchase orders
Plan vs actual Costs against the plan See money
Expenses Approve expenses Approve expenses
Checklists Field forms Edit checklists
Job profit Estimated vs actual by job See money
Settings Owner-only options Owner

The money tabs (Purchases, Plan vs actual, Expenses, Job profit) also live in Finance & Reports in the left menu. In the owner view they show beside the other tabs.

If your role has no office tools, the screen says “Your role doesn’t include office tools. Ask the owner.”

Steps: give someone the right tabs

  1. Go to Settings → Crew & hours.
  2. Under Team permissions, tick the rights for Manager, Leader and Crew.
  3. Tap Save permissions.

You, the owner, can always do everything.

Owner Settings tab

It holds: company time zone, week start day, how long before forgotten timers close, what people clock in for, when a job counts as late, whether finished jobs need approval, whether before and after photos are required, how materials count in job costing, overhead display, the labor-overrun warning percent, and field alert choices.

Tips

  • Each tab has a small help question mark with a three-line explanation.
  • “Show me” settings can hide the Purchases and Location tabs until you switch them on.

If something goes wrong

  • A tab is missing. Your role lacks that right. Ask the owner.
  • Crew do not see their jobs. Link their VisionScaper account in the Team tab and assign them to the job.

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