Dispatcher
Runs day-to-day operations: customers, jobs and scheduling.
Can create and edit
- Customers, sites and assets.
- Jobs — create, schedule, and assign technicians.
- Quotes — build and send to customers.
Can view
- The price list and catalog.
- Invoices (read-only) and maintenance plans.
Not available to Dispatcher
- Creating or editing invoices and recording payments.
- Financial reports.
- Organization settings, members and the audit log.