Permission Reference

This page lists every permission available in YardPilot, organised by category. Use this reference when creating custom roles or reviewing what each system role can access.

Quick Role Comparison

Permission	Owner	Admin	Office	Field
Total permissions	108	107	63	21
Manage roles	✓	—	—	—
Manage users	✓	✓	View	—
Full billing access	✓	✓	Partial	View
Create/edit jobs	✓	✓	✓	—
Complete visits	✓	✓	✓	✓

Dashboard

Permission	Description	Owner	Admin	Office	Field
View Dashboard	Access the main dashboard	✓	✓	✓	✓

Contacts

Permission	Description	Owner	Admin	Office	Field
View Contacts	See customer records	✓	✓	✓	✓
Create Contacts	Add new customers	✓	✓	✓	—
Update Contacts	Edit customer details	✓	✓	✓	—
Delete Contacts	Remove customers	✓	✓	✓	—
Export Contacts	Download customer data	✓	✓	✓	—
Import Contacts	Upload customer data	✓	✓	✓	—

Properties

Permission	Description	Owner	Admin	Office	Field
View Properties	See service locations	✓	✓	✓	✓
Create Properties	Add new locations	✓	✓	✓	—
Update Properties	Edit location details	✓	✓	✓	—
Delete Properties	Remove locations	✓	✓	✓	—
Export Properties	Download property data	✓	✓	✓	—
Import Properties	Upload property data	✓	✓	✓	—

Work Requests

Permission	Description	Owner	Admin	Office	Field
View Work Requests	See incoming requests	✓	✓	✓	✓
Create Work Requests	Log new requests	✓	✓	✓	—
Update Work Requests	Edit request details	✓	✓	✓	—
Delete Work Requests	Remove requests	✓	✓	✓	—
Convert Work Requests	Turn requests into quotes/jobs	✓	✓	✓	—

Quotes

Permission	Description	Owner	Admin	Office	Field
View Quotes	See estimates	✓	✓	✓	✓
Create Quotes	Draft new estimates	✓	✓	✓	—
Update Quotes	Edit quote details	✓	✓	✓	—
Delete Quotes	Remove quotes	✓	✓	—	—
Send Quotes	Email quotes to customers	✓	✓	✓	—
Approve Quotes	Mark quotes as approved	✓	✓	✓	—
Convert Quotes to Jobs	Create jobs from approved quotes	✓	✓	✓	—

Jobs

Permission	Description	Owner	Admin	Office	Field
View Jobs	See work orders	✓	✓	✓	✓
Create Jobs	Add new jobs	✓	✓	✓	—
Update Jobs	Edit job details	✓	✓	✓	—
Delete Jobs	Remove jobs	✓	✓	—	—
Close Jobs	Mark jobs complete	✓	✓	—	—
Reopen Jobs	Reactivate closed jobs	✓	✓	—	—
Cancel Jobs	Cancel active jobs	✓	✓	—	—
Assign Teams to Jobs	Set crew assignments	✓	✓	✓	—

Visits

Permission	Description	Owner	Admin	Office	Field
View Visits	See scheduled visits	✓	✓	✓	✓
Create Visits	Schedule new visits	✓	✓	✓	—
Update Visits	Edit visit details	✓	✓	✓	—
Delete Visits	Remove scheduled visits	✓	✓	—	—
Start Visits	Clock in to visits	✓	✓	✓	✓
Complete Visits	Mark visits done	✓	✓	✓	✓
Skip Visits	Skip scheduled visits	✓	✓	✓	✓
Reopen Visits	Reactivate completed visits	✓	✓	✓	—

Invoices

Permission	Description	Owner	Admin	Office	Field
View Invoices	See billing records	✓	✓	✓	✓
Create Invoices	Generate new invoices	✓	✓	✓	—
Update Invoices	Edit invoice details	✓	✓	✓	—
Delete Invoices	Remove invoices	✓	✓	—	—
Send Invoices	Email invoices to customers	✓	✓	✓	—
Void Invoices	Cancel issued invoices	✓	✓	—	—
Record Payments on Invoices	Log payments received	✓	✓	✓	—
Add Invoice Adjustments	Apply credits/debits	✓	✓	✓	—

Payments

Permission	Description	Owner	Admin	Office	Field
View Payments	See payment records	✓	✓	✓	✓
Create Payments	Record new payments	✓	✓	✓	—
Allocate Payments	Apply payments to invoices	✓	✓	✓	—
Void Payments	Cancel recorded payments	✓	✓	—	—
Process Refunds	Issue customer refunds	✓	✓	—	—
Export Payments	Download payment data	✓	✓	✓	—

Users

Permission	Description	Owner	Admin	Office	Field
View Users	See team members	✓	✓	✓	—
Invite Users	Send team invitations	✓	✓	—	—
Update Users	Edit team member details	✓	✓	—	—
Delete Users	Remove team members	✓	✓	—	—

Teams

Permission	Description	Owner	Admin	Office	Field
View Teams	See crew groupings	✓	✓	✓	—
Create Teams	Add new teams	✓	✓	—	—
Update Teams	Edit team details	✓	✓	—	—
Delete Teams	Remove teams	✓	✓	—	—

Settings & Roles

Permission	Description	Owner	Admin	Office	Field
View Settings	Access company settings	✓	✓	✓	—
Update Settings	Modify company settings	✓	✓	—	—
View Roles	See role configurations	✓	✓	✓	—
Manage Roles & Permissions	Create/edit/delete roles	✓	—	—	—

Insights & Reports

Permission	Description	Owner	Admin	Office	Field
View Insights	Access analytics dashboard	✓	✓	✓	—
View Reports	Access detailed reports	✓	✓	✓	—
Export Reports	Download report data	✓	✓	✓	—
View Timesheets	See time tracking summaries	✓	✓	✓	—

Time Entries

Permission	Description	Owner	Admin	Office	Field
View Time Entries	See logged hours	✓	✓	✓	✓*
Create Time Entries	Log work hours	✓	✓	✓	✓*
Update Time Entries	Edit logged hours	✓	✓	✓	✓*

*Field workers can only view/edit their own time entries.

Expenses

Permission	Description	Owner	Admin	Office	Field
View Expenses	See expense records	✓	✓	✓	✓*
Create Expenses	Submit expenses	✓	✓	✓	✓*
Approve Expenses	Approve submitted expenses	✓	✓	—	—

*Field workers can only view/create their own expenses.

Marketing Campaigns

Permission	Description	Owner	Admin	Office	Field
View Campaigns	See marketing campaigns	✓	✓	✓	—
Create Campaigns	Build new campaigns	✓	✓	✓	—
Update Campaigns	Edit campaign details	✓	✓	✓	—
Delete Campaigns	Remove campaigns	✓	✓	✓	—
Send Campaigns	Execute campaign sends	✓	✓	—	—

Equipment

Permission	Description	Owner	Admin	Office	Field
View Equipment	See tools and assets	✓	✓	✓	✓
Create Equipment	Add new equipment	✓	✓	✓	—
Update Equipment	Edit equipment details	✓	✓	✓	—
Delete Equipment	Remove equipment	✓	✓	✓	—

Catalog (Products & Services)

Permission	Description	Owner	Admin	Office	Field
View Catalog Items	See products/services	✓	✓	✓	—
Create Catalog Items	Add new items	✓	✓	✓	—
Update Catalog Items	Edit item details	✓	✓	✓	—
Delete Catalog Items	Remove items	✓	✓	✓	—

Checklists

Permission	Description	Owner	Admin	Office	Field
View Checklists	See checklist templates	✓	✓	✓	✓
Create Checklists	Build new templates	✓	✓	✓	—
Update Checklists	Edit templates	✓	✓	✓	—
Delete Checklists	Remove templates	✓	✓	✓	—

Service Areas

Permission	Description	Owner	Admin	Office	Field
View Service Areas	See geographic zones	✓	✓	✓	—
Create Service Areas	Define new zones	✓	✓	—	—
Update Service Areas	Edit zone details	✓	✓	—	—
Delete Service Areas	Remove zones	✓	✓	—	—

Automations

Permission	Description	Owner	Admin	Office	Field
View Automations	See automation rules	✓	✓	✓	—
Create Automations	Build new rules	✓	✓	—	—
Update Automations	Edit rule details	✓	✓	—	—
Delete Automations	Remove rules	✓	✓	—	—

Templates

Permission	Description	Owner	Admin	Office	Field
View Templates	See job/email templates	✓	✓	✓	—
Create Templates	Build new templates	✓	✓	✓	—
Update Templates	Edit templates	✓	✓	✓	—
Delete Templates	Remove templates	✓	✓	✓	—

API & Integrations

Permission	Description	Owner	Admin	Office	Field
View API Keys	See API credentials	✓	✓	✓	—
Create API Keys	Generate new keys	✓	✓	—	—
Delete API Keys	Revoke API access	✓	✓	—	—
View Integrations	See connected apps	✓	✓	✓	—
Manage Integrations	Configure integrations	✓	✓	—	—

Schedule

Permission	Description	Owner	Admin	Office	Field
View Schedule	See the calendar	✓	✓	✓	✓
Update Schedule	Move/adjust visits	✓	✓	✓	—

Legend

Symbol	Meaning
✓	Permission is granted by default
—	Permission is not granted by default
*	Limited to own records only

Notes

Owner bypass: The Owner role bypasses all permission checks, even for permissions not explicitly listed
Custom roles: When creating custom roles, you can select any combination of these permissions
Own records: Some permissions (like time entries and expenses) are scoped to the user's own records for Field workers

Permission Reference ​

Quick Role Comparison ​

Dashboard ​

Contacts ​

Properties ​

Work Requests ​

Quotes ​

Jobs ​

Visits ​

Invoices ​

Payments ​

Users ​

Teams ​

Settings & Roles ​

Insights & Reports ​

Time Entries ​

Expenses ​

Marketing Campaigns ​

Equipment ​

Catalog (Products & Services) ​

Checklists ​

Service Areas ​

Automations ​

Templates ​

API & Integrations ​

Schedule ​

Legend ​

Notes ​

Next Steps ​