Control what employees see about money

Choose which crew members can see customer prices on jobs and quotes, and the Series billing and Latest invoice panels in the crew job screen.

Do this

1
Settings → Financial Permissions
Every employee is listed with a switch. Also reachable from the Employee permissions link on a crew record.
2
Turn visibility on for foremen who need it
For example a foreman who quotes add-ons on site. Leave it off for everyone else.
3
Save
Takes effect the next time the employee opens a job.

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Replies by emailLogin, billing, sync, and setup help

Who can see and do what: owners, co-owners, crew members, foremen, and customers, plus the financial visibility controls.

Add office or field employees, update their information, and make sure they have the correct Zentive access.

Group employees into working crews so dispatch, routes, and field assignments stay organized.

Open the job, tap On My Way and I’ve Arrived, Start, Pause if needed, use the foreman tools, clear closeout, then Complete Job.

Enter your company address in Company Profile, then set the name, logo, colors, and public contact details customers see in Documents & Branding.

Settings → Scheduling sets the defaults the job wizard and calendar use: default job duration, business hours, and the first day of the week.