This new feature gives administrators more control over which projects salespeople and technicians can see in the Field Mobile App, and lets authorized users take action on project jobs and book follow-on work directly from the project detail screen.
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What's new?
Before, administrators had no way to scope which projects a salesperson or technician could see—either all projects were visible via search, or none were. Employees also could not act on project jobs they weren't directly assigned to, which required dispatchers or office staff to manually reassign jobs before a sales manager could step in. Booking a follow-on job required leaving the project entirely and re-entering customer and location details by hand, adding friction and creating risk of mis-linked jobs. Now, new or updated permissions help set the right scope for each technician or role:
Search All Projects which is the renamed version of the existing Enable Projects Search permission, which grants tenant-wide project visibility.
View My Projects permission, which scopes results to only projects the user sold or is assigned to.
A new Project-Associated Job Actions permission lets authorized users act on any job within a visible project without being directly assigned to it, while still respecting their existing action-level permissions.
Users with the existing Book Job permission can now book a follow-on job directly from the project detail screen, with the customer name and location pre-filled and the new job automatically linked to the project.
Resources
Before and After
Before (Current)
A salesperson opens project search in the Field Mobile App. With the Enable Projects Search permission enabled, results include all projects—their own work mixed with other reps' projects.
A sales manager sees a job within a project that needs an estimate sold. Because they are not directly assigned to the job, they cannot take action on it.
A dispatcher manually reassigns the sales manager to the job. This adds steps for the office team and delays the estimate.
A salesperson needs to book a follow-on job for a project customer. They exit the project, navigate to the booking screen, and manually re-enter the customer name and location. They must then manually link the new job back to the project.
Impact: Project visibility is all-or-nothing, creating noise for individual contributors. Sales managers cannot act on project jobs without reassignment. Booking follow-on work is slow and error-prone.
After
An administrator enables the View My Projects permission for a salesperson. When the salesperson searches for projects in the Field Mobile App, results show only the projects they've sold or are assigned to—no other reps' work.
A sales manager with the Project-Associated Job Actions permission enabled reviews a project and sees a job that needs follow-on work. They tap the job and take action directly from the project context, within their existing permissions.
The same sales manager taps Book Job from the project detail screen. The customer name and location are pre-filled automatically. After booking, the new job appears in the project job list immediately and is linked to the project.
Impact: Administrators can configure the right level of visibility for each role. Sales managers act on project jobs without reassignment. Follow-on jobs are booked faster with pre-filled data and automatic project linking.
Who uses this feature
Residential Construction, Commercial Construction
Administrators (set permissions)
Technicians
Region availability: All regions
How it works for your industry
Residential Construction
A salesperson who sold a kitchen remodel can search their projects and see only that job—not the full list of unrelated projects from other reps. With "View My Projects" enabled, they stay focused on their own work.
A sales manager reviews a project mid-construction and spots a job where an estimate needs to be sold. With "Project-Associated Job Actions" enabled, they take action on the job directly from the project detail screen without being reassigned.
A salesperson visits a customer site and identifies an additional scope of work. They tap Book Job from the project detail screen. The customer and address are pre-filled, and the new job links to the project automatically.
Commercial Construction
An administrator enables View My Projects for salespeople on large multi-phase commercial projects. Each salesperson sees only the projects they're associated with, reducing confusion across large project portfolios.
A sales manager reviewing a commercial fit-out project sees a job that needs a status change. With "Project-Associated Job Actions" enabled, they update the job status from within the project context on the Field Mobile App.
A salesperson books a follow-on inspection job directly from a commercial project record. Customer and location details are pre-filled, and the job is automatically linked to the project, keeping the project record complete.
How to Prepare?
Review the new permission structure and decide the right visibility setting for each role. For example, enable Search All Projects for sales managers or users who need to see all projects across the tenant. Enable View My Projects for salespeople or technicians who should only see projects they've sold or are assigned to. Note: If both permissions are enabled for the same user, View My Projects takes precedence.
Enable Project-Associated Job Actions for sales managers or senior technicians who need to act on project jobs they are not directly assigned to. Confirm that underlying action-level permissions—such as selling estimates or changing job status—are also configured for those users.
Confirm that users who should book follow-on jobs from the project detail screen have the existing Book Job permission enabled.
Communicate the permission changes to affected team members. Let salespeople know their project search results will now be scoped to their own work, and let sales managers know they can now act on project jobs directly from the Field Mobile App.
After permissions are configured, verify that project search, job navigation, and the Book Job action work as expected for each user role before the release goes live.