Can my landscaping crew see client prices in FieldPlexus?

No. Crew members with the Member role never see dollar amounts. Appointment cards, the completion flow, the daily summary, and search results all hide pricing. Only Admins see prices, invoices, accounting, and client financial details. This is the default and standard practice in landscaping — the owner sets pricing, the crew executes the jobs.

How do I assign a whole recurring route to one crew member at once?

Open any appointment in the recurring series, select the crew member in the Assign to dropdown, tap Save, and choose 'Update all future appointments' in the dialog. The assignment applies to every future appointment in the series instantly. If that person is off a specific day, open that one appointment, change the assignment, and choose 'Update this appointment only' for the exception.

What does a crew member see in FieldPlexus compared to the owner?

A Member only sees two pages: Schedule and Help. The Schedule shows client name, service address, phone number, service, time, and notes — but no prices. Dashboard, Clients, Invoices, Estimates, Accounting, Equipment, Settings, and Team are all hidden. Completing a job shows a simple 'Job completed' toast without any dollar amounts.

Adding Your Crew and Managing Permissions

Two Roles: Admin vs Member

FieldPlexus has two team roles. Pick based on what the person actually needs.

Admin: full access. Can see everything, do everything — clients, invoices, accounting, settings, team management. The person who created the workspace is automatically the Admin.
Member: crew access only. Sees Schedule and Help pages. Completes appointments and adds notes. Cannot see prices, clients, invoices, estimates, accounting, equipment, or settings. Designed for field workers.

Members never see dollar amounts anywhere. This is standard practice in landscaping — the owner sets pricing, the crew does the work.

Inviting an Employee

Tap Team in the sidebar
Tap the Members tab (it should already be selected)
Tap the Invite button (top right of the members list)
Enter the employee's email address
Select their role from the Role dropdown (Member is default)
Tap Send invitations

Invite multiple people at once by separating emails with commas: "mike@email.com, sarah@email.com, joe@email.com"

What the Employee Gets

An email with the subject "Invitation to join [Your Business Name]." They tap the purple Accept invitation button, land on a Join your team page, enter a phone number and password, verify their phone with an SMS code, and they are in.

They do NOT create a new business. They join your existing workspace.

What a Member Sees When They Log In

Schedule: daily view with client name, address, phone, service, time, and notes
Help: the AI support center

Everything else is hidden. If they try to type a URL to a blocked page, they get redirected to Schedule. Price is hidden everywhere — appointment cards, completion flow, daily summary, search results.

Assigning Appointments to Crew Members

Only admins can assign. When creating or editing an appointment, use the Assign to dropdown below the Notes field. Pick a crew member and tap Save. A green badge with their name appears on the appointment card.

For recurring series, choose Update all future appointments to assign the whole series at once. Use Update this appointment only to handle exceptions (Mike is off next Wednesday, reassign just that one to Steve).

Filtering the Schedule by Crew Member

Admins see a View Crew Assignments dropdown below the search bar on the Schedule page. Pick a name to see only that person's jobs. Pick View Crew Assignments (the default) to see everything. The filter only appears when your workspace has 2 or more team members.

Members see two toggle buttons: My Jobs (default, shows only their assignments) and All Jobs (full schedule).

Changing a Role Later

Go to Team in the sidebar
Find the person in the Members list
Tap the role dropdown next to their name
Select Admin or Member

Start employees as Members. Promote to Admin later if you need them managing settings or billing.

Removing Someone From the Team

Go to Team
Tap the three dots (…) next to their name
Tap Remove

Their login stops working. Any appointments they were assigned to lose the badge (their name can no longer be resolved) but the appointments themselves are unchanged.

Solo Operator?

If nobody else is in your workspace, you never see any crew UI. No dropdowns, no filters, no badges. It only appears when your workspace has 2 or more people.

Still have questions? Tap Help in the sidebar and ask the AI product expert — it knows every feature, every button, every workflow in FieldPlexus.