The Field Manager role allows users to view and manage work for all fieldworkers directly from the Workever mobile app.
This role is useful for users who need visibility across the team, such as office managers or fieldworkers responsible for managing jobs for other fieldworkers. With the Field Manager role, users can view, add, edit, and manage jobs and quotes across the team from the mobile app.
Field Manager Role Capabilities
The Field Manager role provides greater visibility and control over fieldwork from the mobile app. Field Managers can:
View all jobs – View both assigned and unassigned jobs across the team.
Filter by fieldworker – Filter the Work list to view jobs assigned to a specific fieldworker.
Assign work – Assign jobs and quotes to fieldworkers directly from the mobile app.
Manage assignments – Edit jobs, unassign fieldworkers, and reassign work to other fieldworkers.
Assigning the Field Manager Role
Assign the Field Manager role to a staff member to give them access to the additional field management features available in the mobile app.
Go to Settings → Staff Members.
2. Find the staff member you want to update and select View.
3. Under Permissions and roles, open the Field Worker role dropdown and select Field Manager.
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4. Select Update to save the changes. The role change will not be saved until you select Update.
Managing Jobs and Quotes with the Field Manager Role
Once the Field Manager role has been assigned to a user, the mobile app will apply the updated permissions when they next log in with their email address and password.
If the user is already logged in with a previous role, they will need to log out and log back in for the updated role to take effect.
Viewing Jobs and Quotes
The Field Manager role allows users to view all jobs and quotes, including those assigned to other fieldworkers or multiple staff members.
From the Work screen, the Field Manager can view jobs and quotes across the account. The assigned fieldworkers are displayed on each job or quote, making it clear which team members are responsible for the work.
This allows Field Managers to see and manage work across the team from the mobile app.
Adding/removing fieldworkers
The Field Manager role allows users to manage fieldworker assignments directly from the Workever mobile app, making it easy to keep jobs and quotes up to date while on the go, without needing to contact the office or access the web application.
Open the job or quote
Tap the relevant job or quote from the mobile app job list.Open Assigned field staff
Tap Assigned field staff to view the fieldworkers currently assigned to the job or quote.Add or remove fieldworkers
Tap a fieldworker to assign them to the job or quote. To remove an assigned fieldworker, simply tap their name again.Save the changes
Tap Assign at the bottom of the screen to save the updated fieldworker assignments.
Bonus: You can watch our full Mobile App Overview video right here.