Display Booking Billing Amount to Fieldworkers

This permission controls whether fieldworkers can view the booking billing amount (the amount quoted/charged to the customer) in the Fieldworker App. When enabled, fieldworkers can access billing-related screens (e.g., Billing tab, invoices/quotes where applicable) and see amounts. When disabled, OctopusPro hides billing totals and billing-related features in the app, while fieldworkers can still see whether a booking is paid/unpaid.

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What this permission controls

• Enabled (ON): Fieldworkers can see the booking’s quoted/charged amount and access billing-related screens (Billing tab, invoice/quote buttons where available).
• Disabled (OFF): Billing totals are hidden, billing-related screens/buttons are removed, but payment status (paid/unpaid) can still be shown without displaying amounts.

Important: “Booking billing amount” is different from fieldworker earnings (what you pay the worker). Earnings visibility is controlled by a separate permission.

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How it works (company default vs individual fieldworker)

This feature has two levels of control:

• Company-level default (account setting): sets the default behavior for all fieldworkers.
• Fieldworker profile flag: lets admins disable access for specific fieldworkers only if the company-level default is enabled.

Precedence rules (very important)

• If the company-level default is ON, you can still turn it OFF for specific fieldworkers from their profile flags.
• If the company-level default is OFF, enabling it on an individual fieldworker profile will not enable the feature for that worker (company setting takes precedence).
• Only admin users can change this flag in a fieldworker profile. Fieldworkers cannot enable/disable it themselves.

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Enable/disable the company-level default (recommended starting point)

1. Go to Settings → General Settings → Fieldworkers Permissions.
2. Scroll to Display booking billing amount to fieldworkers.
3. Toggle it ON (enable) or OFF (disable), then save if prompted.

Company default enabled (ON)

When enabled at the company level, the permission is enabled by default for all fieldworkers (unless you disable it for specific fieldworkers in their profiles).

Company default disabled (OFF)

When disabled at the company level, billing amounts and billing-related features are hidden for all fieldworkers—even if you try enabling it on an individual fieldworker profile.

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Enable/disable for an individual fieldworker

Use this when you want most fieldworkers to see billing amounts, but need to restrict specific workers (e.g., trainees, limited-trust contractors).

1. Go to Fieldworkers from the sidebar menu.
2. Select a fieldworker and open View profile.
3. Go to Job settings → Fieldworker flags (or Technician/Fieldworker flags).
   
4. Toggle Display booking billing amount to fieldworker ON/OFF.

Note: The fieldworker profile flag is controlled by admins only, and does not override the company default when the company default is OFF.

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How fieldworkers view the booking billing amount in the app

1. In the Fieldworker App, go to Bookings.
2. Open a booking.
3. Tap the Billing tab/section to view invoice details, totals, paid amount, and balance due (if enabled).

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What changes when billing amount is hidden (disabled)

1) Billing tab/section is hidden

When disabled (company-wide or for a specific fieldworker), the fieldworker will not be able to access the Billing tab/section in the booking.

2) Billing/quote/invoice options are removed from the app menu

When the permission is disabled, billing-related options such as quotes/invoices and related actions may disappear from the menu—preventing fieldworkers from accessing those billing tools.

3) My Earnings section may show less billing-related detail

If the permission is disabled, invoice totals and billing amounts can be hidden from the My Earnings area. If enabled, more billing-related totals may be visible.

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When to enable vs disable (common scenarios)

Enable it when:

• You want operational transparency (employees/long-term staff understand what customers are being charged).
• Fieldworkers need to handle billing conversations on-site (explain extras, variations, deposits, or payment status).
• Fieldworkers are responsible for collecting/recording payments in the app (billing screens must be available).

Disable it when:

• You use subcontractors and want to protect pricing strategy and profit margins.
• You want to reduce risk of price disclosure or uncomfortable customer discussions.
• You want fieldworkers to focus on delivery, while office/admin handles quotes, invoicing, and billing negotiations.

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Best-practice tips

• Use least-privilege access: enable billing visibility only for roles that need it.
• Separate “billing amount” vs “earnings”: if you want workers to see their pay but not your customer pricing, use the earnings permission and keep billing amount hidden.
• Train staff on add-ons/variations: if workers can see billing amounts, ensure they know how to explain additional services professionally.
• Define payment workflows: if workers must collect/record payments, keep billing visibility enabled for those roles.

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Troubleshooting

• Billing tab is missing: confirm the company-level toggle is enabled, and (if needed) the fieldworker profile flag is not disabled.
• Menu options (quotes/invoices) disappeared: this happens when billing visibility is disabled—re-enable the permission to restore billing-related tools.
• Fieldworker can’t record payments: billing visibility must be enabled for workers who need billing/invoicing tools.
• Want workers to see paid/unpaid but not amounts: disable billing amount—payment status can still be visible without showing totals.

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Related guides

• Fieldworker Permissions & Access Control
• Display fieldworker earnings for bookings
• Invoicing & payments in the Fieldworker App

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