FieldproxyAI-native field service softwarePermissions
How do I hide prices from technicians in field service software?
Split pricing into three things and decide per role who sees each: the selling price, your cost, and the margin. Most teams let senior technicians who quote or take payment see selling prices but never cost or margin, and give junior technicians and helpers a role with no prices at all, where the job shows scope, parts and checklist but no totals. Set it with role permissions that the server enforces in the app, PDFs and reports, then test it by logging in as each role, because turning prices off usually also turns off quoting, taking payment and closing a job to invoice.
- Three numbers, three decisions: selling price, cost, margin. Hiding one is not hiding all three.
- No-price roles usually cannot quote, collect payment or sign an invoice. Plan who does those steps instead.
- Flat-rate selling works with price visible and cost and margin hidden.
- Check every surface: job screen, quote and invoice PDFs, price book search, reports, notifications and AI assistants.
- Log in as each role after a mobile sync before you trust the setting.
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Hiding prices changes who can quote and collect money on site. If your technicians sell, hide cost and margin, not the price.
Facts checked as of November 2026. Sources at the end of the page.
Step by step
How it works, step by step
The same setup works whether you run five technicians or five hundred. What changes is how many roles you need.
1. Decide what "price" means for each role
Write a small grid: roles down the side (helper, technician, senior technician or crew lead, dispatcher, manager), and four columns: selling price, cost, margin, totals on the job. Fill it before you touch any setting. Most teams end up with three patterns: sees nothing, sees selling price only, sees everything.
2. List the steps that need a price
Building a quote or options on site, presenting a flat-rate price, collecting a card payment, getting a signature on an invoice, adding a part from the price book, and closing a job as ready to invoice. Each of these needs a price on screen. A role with no prices cannot do them, so decide who does them instead: the office, a crew lead, or an automatic invoice after the job closes.
3. Create the roles, not one-off exceptions
Give each pattern its own role and assign people to it. Avoid switching prices off for one person at a time; when they change jobs, nobody remembers to switch it back. A technician who starts quoting moves to the senior role.
4. Hide cost and margin from everyone in the field
Even technicians who sell rarely need your cost. Job costing, part cost and margin belong to managers and the office. Some tools separate these well: Housecall Pro has a distinct permission for seeing job costing margins, apart from the one that shows prices.
5. Strip prices from documents for no-price roles
The work order a helper opens, the job sheet PDF and any email they receive should come from a template without prices. A hidden column on the screen does not help if the PDF they open shows the total.
6. Check that the server enforces it
The setting must stop prices reaching the phone, not only hide a field. If prices are in the offline copy on the device, an export, or a search result, a curious technician can see them. Ask the vendor whether the rule is applied on the server and to the mobile sync.
7. Test as each role after a sync
Log in as a helper and try to find a price: on the job, in line items, in the price book search, in the job history, in a PDF, in a notification and in any AI assistant the app has. Then do it as a senior technician and confirm they can still quote and take payment.
Where it breaks
Why it goes wrong
Owners on our sales calls asked for pricing to be permission-based: some roles see it, some do not, and the office decides. These are the ways that goes wrong.
Hiding the total but not the margin
Technicians who see both the selling price and the part cost can work out the margin on every job. If margin is the sensitive number, cost is the field to hide, not only the total.
Prices off, payment off
In Jobber, the Show Pricing permission must be on before a user can create or edit quotes, invoices and line items, collect a signature on a quote or invoice, or close a job as requiring invoicing. Turn it off and those steps move to someone else, whether you planned it or not.
Totals hidden, prices still worked out
ServiceTitan's View Total Price permission hides estimate and invoice totals and balances in the mobile app, but its own help page notes that technicians can still calculate prices from what remains visible. Hiding a total is not the same as hiding unit prices.
The setting does not take effect until a sync
In ServiceTitan, after clearing View material costs, the technician must re-sync the price book on the phone before the change applies. Until then the old view stays on the device.
One role for everyone in the field
Tools with a single field role force a choice: hide prices from the senior technician who sells, or show them to the apprentice who should not see them. You need at least two field roles.
The options
Ways to do it
How common tools control what technicians see, as their own help pages describe it.
| Tool | Setting | What it hides | Watch for |
|---|---|---|---|
| Jobber | Permission levels (Field crew, Senior field crew, Crew lead, Manager) and the Show Pricing permission | Field crew cannot see pricing or costs | Without Show Pricing a user cannot edit quotes, invoices or line items, collect signatures on them, or close a job to requires invoicing |
| Housecall Pro | Take payments & see prices; See job costing margins | Prices, and separately costs and profit | Field techs need the price permission to approve jobs and take signatures |
| ServiceTitan | Settings > Permissions: View Total Price, View material costs, View equipment costs, View item prices (with a business unit setting to not show technician item prices) | Totals and balances, material and equipment cost, item prices | Totals hidden but prices can still be worked out; re-sync the price book after changes |
| ServiceM8 | Security roles, including Staff (No Pricing) | Sale pricing, quotes and invoices for that role | Check which roles see cost and profit in your account |
| Zoho FSM | Limited Field Agent profile, or a custom profile without Show Pricing | Pricing on work orders and appointments | Limited agents can still create work orders and appointments |
| Fieldproxy | Roles set per your grid: what each role sees and edits, including prices, costs and other jobs | Whatever you set per role, on the app, web and documents | Agree the grid at setup; test as each role |
As of November 2026, from each vendor's help pages (sources below). Names and defaults change between versions, so log in as a test technician before you rely on any setting.
Worked example
A worked example: one repair, three roles
Say a commercial HVAC company replaces a condenser fan motor. The job has a $640 flat-rate price, $210 of parts cost and 2 hours of labor. Made-up numbers.
| What is on the job | Helper | Technician (sells) | Manager |
|---|---|---|---|
| Scope, site notes, checklist | Yes | Yes | Yes |
| Part to fit (motor, capacitor) | Yes, no prices | Yes | Yes |
| Flat-rate price $640 | No | Yes, to present and collect | Yes |
| Part cost $210 | No | No | Yes |
| Margin on the job | No | No | Yes |
| Can collect payment and sign the invoice | No (crew lead or office does it) | Yes | Yes |
| Job sheet PDF they receive | Template without prices | Customer-facing invoice | Full job costing |
The helper still sees everything needed to do the work. The technician sells at a fixed price without seeing what the business paid. Only the manager sees the margin.
Before you buy
What to check before you buy
Good signs
- Selling price, cost and margin are separate permissions
- More than one field role, so seniors can sell and juniors cannot see prices
- Job sheet and work order templates can be made without prices
- The rule is enforced on the server and in the mobile sync, not only on a screen
- Discounts over a limit wait for a manager, so seeing a price does not mean changing it
- AI assistants and integrations follow the same permissions as the user
Red flags
- One field role for everyone
- Hiding prices is per user only, with no roles
- Totals are hidden but unit prices still show in line items or the price book
- Changes need a manual re-sync on every phone with no warning
- The vendor cannot say whether hidden fields still reach the device
In Fieldproxy
Setting it up in Fieldproxy
Fieldproxy is set up around your process, so roles and what each can see are built from your grid. Role and field names are examples.
Roles from your grid
Who sees prices, who can close a job, and what subcontractors and customers can see are set per role. A typical setup is helper (no prices), technician (selling price only) and manager (price, cost and margin). Jobs, quotes and invoices are the same records for every role; only what each role sees changes. See work orders and jobs.
Technicians quote without seeing cost
Quotes are built from your own price book with your costs and markups. A technician in the selling role presents good, better, best options at your prices; a margin floor stops a quote going below it, and a discount above your limit waits for a manager. See custom estimates.
Documents per role
Job sheets and work orders for no-price roles come from your own template without prices; customer invoices and quotes carry them. Templates can be your existing Word layout.
The app follows the role
The Android and iOS technician app shows each person the screens and fields their role allows, and changes reach every phone on next sync without an app store update.
AI follows the same rules
Changes and questions from Claude, ChatGPT or Fieldproxy's own Command Center follow the same permissions as the person asking, with a record of who changed what. A technician asking the assistant for a job's margin gets no more than their role allows. See AI field service software and the MCP server.
Subcontractors separate
Subs get their own role or portal with the payout only, never the client price. That setup is covered on the page about hiding pricing from subcontractors.
How switching works
How switching to Fieldproxy works
We move your data over and set the system up to the way you already work. Fieldproxy replaces the old tool; it does not run alongside it.
Fill the grid with us
Your roles against selling price, cost, margin and totals, plus who quotes and who takes payment.We build the roles and templates
Roles, price-free job sheets and discount limits set up around your grid, live within a day.Test as each role
We log in as a helper, a technician and a manager on a phone with you and look for every price.Assign your team
Everyone gets the role that fits. Someone who starts selling moves role; no one-off exceptions.
FAQ
Questions people ask
- Can technicians take payment if they cannot see prices?
- Usually not, because collecting payment and signing an invoice show the amount. Either give the selling role to whoever collects, or send the invoice and payment link from the office when the job closes.
- How do I hide costs and margins but show the selling price?
- Use a role that has selling price permission but not cost or job costing. This is the normal setup for flat-rate selling: the technician presents the price, the business keeps its cost and margin to itself.
- Can I hide prices on the job sheet but show them on the customer invoice?
- Yes, with two templates: a job sheet without prices for the field and the customer-facing quote and invoice with them.
- Should apprentices see the price book?
- They need to find parts, not price them. Look for a role that can search the price book by name and code with prices hidden, so a part added to the job still gets its price from the book for the roles that may see it.
- Is hiding a field on screen enough?
- No. If the price still reaches the phone, a PDF or an export, it can be read. Ask whether the rule is enforced on the server and the mobile sync, and test after a sync.
- Can technicians still see the not-to-exceed amount if prices are hidden?
- They should. Set it up so a no-price role sees how much of the NTE is left, not unit prices or margin, so they know when to stop and ask for approval. See the page on tracking not-to-exceed limits.
- Does adding roles cost more in Fieldproxy?
- No. Fieldproxy is one price per company with unlimited users, and roles are part of setup. See /pricing.
Sources
Competitor details on this page come from the vendors' own pages and documentation, checked as of November 2026. Plans and prices change, so check the vendor's current page before you decide.
- Jobber Help Center: user permissions: https://help.getjobber.com/hc/en-us/articles/115009568687
- Housecall Pro Help: team member roles and permissions: https://help.housecallpro.com/en/articles/1073431-team-member-roles-permissions
- ServiceTitan Help: field mobile app technician permissions: https://help.servicetitan.com/v1/docs/explanation-of-field-mobile-app-technician-permissions
- ServiceTitan Help: hiding material costs: https://help.servicetitan.com/docs/what-is-the-process-for-hiding-material-costs-from-customer-facing-invoices
- ServiceM8: security roles overview: https://support.servicem8.com/help-center/advanced-setup/advanced-setup/security-roles-overview.md
- Zoho FSM: how can I hide pricing from my field agents?: https://help.zoho.com/portal/en/kb/fsm/faqs/general/articles/how-can-i-hide-pricing-from-my-field-agents
- OWASP Top 10: A01 Broken Access Control: https://owasp.org/Top10/A01_2021-Broken_Access_Control/
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