Profile & account management
Manage your personal profile, security settings, and work preferences from a single page. All users can access their own profile regardless of role or plan.
Profile header
The top of your profile displays:
- Avatar with your initials
- Your name (first and last name) and email address
- Role at your company
- Work stats: Active Jobs, Completed Jobs, and Company name
Use Edit Profile to update your name. Enter your first name (required) and last name (optional) in separate fields — your last name can be left blank if you go by a single name.
Names accept the punctuation real names use — apostrophes, hyphens and accented letters all save normally (O'Brien, Jean-Luc, José). Angle brackets and HTML tags are rejected with a message asking you to remove them, rather than being stripped out behind your back.
My Jobs tab
The default tab on your profile. Shows all jobs currently assigned to you.
- Search by job ID, job name, location, customer name, or description.
- Filter by status (Pending, Assigned, In Progress, Completed, Cancelled) and priority (High, Medium, Low). Selecting Completed or Cancelled brings those finished jobs back into the list — they are hidden from the default view, which shows only work still in flight.
- Results are paginated — 10 jobs per page with Previous / Next navigation.
- Each job card shows an SLA timer badge (green = on time, red = overdue) when applicable.
- A "Next" badge highlights the highest-priority upcoming job in your queue.
- Click any job to open the job slideout with full details.
Activity tab
A chronological log of your recent activity, including job updates, status changes, notes added, and other actions you've performed.
Details tab
View your account details and manage your home address.
Read-only fields
| Field | Description |
|---|---|
| User ID | Your unique system identifier |
| Your registered email address | |
| Role | Your assigned role (e.g., Technician, Dispatcher, Owner) |
| Company | The company your account belongs to |
For information about roles and what each can access, see Roles & Permissions.
Home address
Set your home address using the address autocomplete search field, or type it in manually — if you enter the address by hand without picking a suggestion, FSM Navigator® locates it for you when you save. If an address can't be found, you'll be asked to pick a suggestion or check what you entered.
Used for auto-assignment
Your home address is used for intelligent dispatch during job auto-assignment. Keeping it accurate ensures jobs near your starting location are prioritized. See Auto-Assignment for details.
Also used for mileage records
Your home address also helps tell your everyday commute apart from business driving on your mileage records, so your IRS-ready log stays accurate.
Security tab
Own profile only
The Security tab is only visible when viewing your own profile.
Manage your multi-factor authentication (MFA) settings:
- Enable or disable MFA for your account.
- Configure your preferred MFA method.
- View trusted devices.
- Add, rename or remove passkeys in the Passkeys section. See Passkeys.
For full setup instructions, see Security & MFA.
Changing your password
The Password panel sits below your MFA settings. Select Reset Password and we'll email you a secure link — open it, choose a new password, and you're done. The link confirms it's really you, so nobody who happens to find your screen unlocked can change your password without access to your inbox.
Signed in on your phone too?
The mobile app opens the same reset page, so you only ever have one password to remember.
Email Preferences tab
Own profile only
The Email Preferences tab is only visible when viewing your own profile.
Configure which email notifications you receive. Toggle individual notification types on or off to control your inbox, then choose Save Preferences.
The list shows only emails your role can receive. Emails that go to your customers, such as past-due invoice reminders, payment receipts and the annual year-in-review statement, are not listed here because they never reach your inbox.
Changing several at once
Three bulk controls sit above the list:
| Control | What it does |
|---|---|
| Select all | Turns every listed notification type on. Nothing is saved until you choose Save Preferences. |
| Select none | Turns every listed notification type off. Nothing is saved until you choose Save Preferences. |
| Unsubscribe from all | Asks you to confirm, then immediately turns off and saves every listed notification type. |
A counter beside the buttons shows how many types are currently enabled, and Reset discards any unsaved changes.
Security and account emails are always delivered
Password resets, email verification, sign-in links, multi-factor codes, and account and security notices are not listed on this tab and are never switched off — not by Select none, and not by Unsubscribe from all. Those messages are required to keep your account usable and secure, so they continue to arrive whatever you choose here. Only the optional notification, report and billing emails shown on the tab are affected.
The same controls without signing in
Every notification email carries a Manage preferences link in its footer. That link opens the same preference list in your browser without asking you to sign in, and it now offers the same three bulk controls — Select all, Select none and Unsubscribe from all — with the same live counter beside them.
The list you see there is built for your account and your role, exactly as it is on this tab, and the security and account emails described above are absent from it for the same reason: they are never offered, and no control on that page can switch them off.
Skills & Availability tab
Technicians only
This tab is visible only for users with the Technician role.
Availability status
Set your current availability from the following options:
| Status | Description |
|---|---|
| Available | Ready to receive new job assignments |
| Wrap-up | Finishing current work, temporarily unavailable |
| Lunch | On break |
| Off-Duty | Not working, will not receive assignments |
| Vacation | Extended time off |
Vehicle type
Set the vehicle type you use for field work. This is used in intelligent dispatch calculations.
Skills
View and manage your skill list. Each skill has a proficiency level:
| Level | Description |
|---|---|
| Beginner | Basic knowledge, may need guidance |
| Competent | Can handle standard jobs independently |
| Expert | Advanced proficiency, can handle complex jobs |
- Click Add Skill to add a new skill from available skill categories.
- Remove skills you no longer want listed.
For more on how skills affect scheduling, see Technician Availability.
Work Schedule tab
Technicians only
This tab is visible only for users with the Technician role.
View and edit your weekly work schedule. Set your working hours for each day of the week. The schedule is used by the auto-assignment engine to avoid assigning jobs outside your working hours.
FAQ
Can I change my email address?
You can't change your sign-in email yourself. If you can no longer read that mailbox, ask your company Owner to change your sign-in email. Owners contact FSM Navigator support instead.
Who can see my profile?
Your profile is visible to Owners and Dispatchers within your company. Technicians can view their own profile. Specific visibility depends on your company's role permissions.
How do I update my skills?
Navigate to your profile and select the Skills & Availability tab. Click Add Skill to add from available categories, or remove skills you no longer need. Only users with the Technician role have access to this tab.
Related pages: Security & MFA · Skill Categories · Roles & Permissions · Technician Availability