You can restrict who sees pricing and financial data by editing the permissions on a Role, then assigning that Role to the appropriate Users.
What the "Allow invoicing" permission controls
When "Allow invoicing" is turned OFF for a role, users assigned to that role will NOT be able to see:
Job prices and proposal values
Budget totals and financial data
Invoiced amounts and cost breakdowns
This is useful when you want crew members, marketing staff, or other team members to access jobs and schedules without seeing the dollar amounts.
⚠️ Note: Estimated hours/man-hours cannot be hidden from foremen. Field staff will always be able to see the estimated hours for a job, regardless of this permission setting.
Step by Step
Step 1: Go to My Company settings
From the main menu, open your My Company settings page.
Step 2: Find the Roles section
Scroll down to the Roles section on the My Company page. Click the role you want to edit (for example, "Estimator," "Foreman," etc.). If you need a new role, add one first.
Step 3: Toggle "Allow invoicing" on or off
A Role Permissions popup will appear. The permission toggle is labeled "Allow invoicing." This is the single toggle that controls whether users with this role can see pricing and financial information.
Toggle ON — users with this role CAN see pricing, invoices, and financial data.
Toggle OFF — users with this role will NOT see pricing, invoices, or financial data.
Click Save when you're done.
Step 4: Assign the role to your user(s)
Go to Setup → Users from the main menu. Click on the user whose permissions you want to change. Turn on the toggle for the role you just edited, then click Save.
That's it!
If you have any questions, drop us a message in the blue chatbox.