Know who's on your team, what they're good at, and what they're allowed to touch
Every tech, dispatcher and office admin gets a role that matches their job — with certifications tracked so nothing expires quietly, skills mapped so the right person gets the right job, and a full history of who did what.
- A role hierarchy from owner down to apprentice tech
- Certifications and licenses tracked with expiry alerts
- Skills matching so urgent jobs go to someone qualified
Roles, certifications and availability in one roster
Anyone can be assigned anything, and nobody notices an expired license until it's a problem
Growing crews mean more people wearing more hats. Without structure, a new hire ends up with the same access as the owner, and a lapsed certification only surfaces when an inspector asks for it.
A role hierarchy that matches how your business actually runs
Owner, admin, manager, office, dispatch and technician roles come built in, each with permissions scoped to what that job needs. Adjust any role or build your own without touching code.
- Owner and admin roles see everything, technicians see their jobs
- Dispatch can assign and reschedule without seeing payroll
- Every permission change is logged against the person who made it
Certifications, skills and performance in one profile
Each technician's profile carries their certifications with expiry dates, the skills that qualify them for specific job types, and a performance history built from completed work — not a guess.
- Expiry alerts land weeks before a license lapses, not after
- Skills tags let dispatch filter for who can actually do the job
- Performance dashboards show completion rate, callbacks and revenue per tech
What you get out of the box
Live in an afternoon, not a quarter
Set the roles
Start from the built-in hierarchy or define your own, and decide what each one can see.
Add the team
Bring on employees and subcontractors with certifications and skills attached to their profile.
Match work to people
Dispatch filters by skill and certification so urgent or specialised jobs go to someone qualified.
Track and adjust
Watch performance build over time and get ahead of expiring certifications before they lapse.
Built for the people doing the work
Part of the same platform, not a bolt-on
Team & Roles shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Team and role management is included on every plan, with room to grow as your headcount does.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyGive every role on your team the access it actually needs
Build a team structure that scales, tracks compliance automatically, and puts the right technician on the right job.