Role Overview: Store Manager vs Technician vs Planner

FieldEx assigns distinct responsibilities and system access to each role. This ensures clarity, accountability, and efficient coordination across job execution, inventory management, and service planning.

Role Comparison Table

Role	Primary Focus	Key Responsibilities	FieldEx Modules Used Most
Store Manager	Inventory & asset availability	Maintain bin structure (Location → Zone → Bin) Stock and adjust inventory Approve transfers between bins and technicians Ensure readiness for upcoming jobs Support audits and traceability	Inventory Assets Transfers
Technician	Field task execution	Accept and complete assigned tasks Check in/out of job sites Submit checklists, logs, and photos Use spare parts and update usage Capture customer signatures and submit completion reports	Job Orders Checklists My Bin Mobile
Planner	Job scheduling, resource coordination, and service control	Create and schedule jobs Assign technicians and manage calendars Link jobs to customers, sites, and assets Monitor job status and performance Review checklist submissions and trigger follow-up actions	Jobs Tasks Assets Calendar Inventory Checklists

How These Roles Work Together

Each role in FieldEx plays a key part in ensuring field operations and inventory readiness remain aligned:

Planner creates jobs and assigns them to Technicians
Technician executes the work and uses spare parts stocked by the Store Manager
Store Manager ensures all tools and parts are available in assigned bins before job dispatch

Each role updates FieldEx in real time so jobs are completed efficiently, and nothing falls through the cracks.

Description
Understanding how FieldEx roles align allows you to streamline workflows and eliminate silos. Store Managers play a foundational role by making sure everything is stocked, traceable, and ready for dispatch.

Inventory Fundamentals

FieldEx System Overview and Admin Role

Role of a Planner in FIeldEx

What is FieldEx and How Store Managers Fit In

Consignment & Requisition Management