How to enable invoices access to Field Technician?


  • First, tap on your username on the top right of your screen
  • A dropdown will open up, and click on “Company Settings”
  • Click on “Invoice” to open up the settings of invoice generation
  • Click on the checkbox of “Invoices Visible to Field Staff” to grant permission to field staff to see the invoices


Here are the steps for Web:

Step 1: First, tap on your username on the top right of your screen



Step 2: A dropdown will open up, and click on “Company Settings”


Step 3:   Click on “Invoice” to open up the settings of invoice generation



Step 4:   Click on the checkbox of “Invoices Visible to Field Staff” to grant permission to field staff to see the invoices