Company and role access
Company access and permissions control who can open records.
Security and safeguards
Control who can change what.
FieldVero checks access, permissions, job status, and required approvals.
Built-in safeguards
Keep company records protected.
Prevent repeated actions and see who approved each change.
Job safeguards
Check required notes, job status, and approvals before completion.
Duplicate protection
Check whether a task already ran before repeating it.
Activity history
See decisions, approvals, import results, and why a task stopped.
How it works
Checks before changes.
Confirm the account, permission, job status, and result.
01Sign in
Check the account.
The check starts with the signed-in account and the record being changed.
02Check access
Check permission.
Technician and office responsibilities remain separate when office approval is required.
03Check job
Confirm the job is ready.
Required field documentation, customer responses, and conflicting changes are checked before completion.
04Save history
Record the result and reason.
See what happened, who did it, and why a task stopped.
Best for
For teams that need clear safeguards around important work.
Contractors separating field submission from office report approval and finalization.
Companies that need each signed-in account to see only its own customer records.
Teams running scheduled automation that must avoid duplicate actions.
Office leaders who need a clear explanation for imports, outreach, inspections, reports, and billing.