With Method:Field Services, your users will have one of two important roles:

These roles are automatically assigned based on specific packs installed for the user.

For a user to be assigned the Dispatcher role, they must have permission to use the following packs:

For a user to be assigned the Field Crew Technician Role, they must ONLY have access to the following packs:

The pricing for the Method:Field Services offering is based on the number of users. Users with different roles will be charged as shown:

*The price for any other user is dependent on the number of packs they have installed.

Question: What is a dispatcher?

The dispatcher coordinates people’s schedules and fleet operations. They ensure everyone has the equipment and supplies they need. They may also handle customers calls to make changes.

Question: What is a field crew technician?

The field crew technician receives a list of jobs and locations the dispatchers prepare for them. They go to customer homes in the order as given to them, and will follow explicit instructions to execute tasks for the job. They may work with another technician on location, depending on the complexity of the job and may have members of the crew help them accomplish lower-skill tasks.

Question: Why does my Method Subscription screen have a Field Crew Discount?

As mentioned above, Method will automatically assign roles to a user depending on the packs and apps they have installed.

Every user, other than the dispatcher, will start off as a regular user, and will be charged the normal subscription amount. However, if the user only has access to the Contact Management Pack and the Field Crew app, then Method will see this user as a Field Crew Technician and discount the regular price to the field crew user price.

Question: What if my field technicians use custom apps?

If your field technicians has access to custom apps, then they will be considered a regular user and pay the regular price. They will not receive the field crew user price.

Question: What if I remove the Work Orders app, or any of the required packs?

If you remove the Work Orders App, or any of the required packs for the Dispatcher, then your Method account will not be considered a Field Services account. This means no user will be considered a field crew technician user and will not receive the pricing for a field crew technician.

Question: What if I add more packs or apps for the Dispatcher?

You can add as many apps and packs as you like for the Dispatcher, and the additional pack's subscriptions costs will be added to the Field Services subscription costs.

Note that all custom apps you create for the Dispatcher user will not have a cost.

Question: Can I customize my work orders app and remain a Dispatcher?

Yes, the work orders app may be customized.