Appointments/Calendar
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Lead Technician
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Technician
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Subcontractor
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Create Appointments
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Edit Appointments
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Delete Appointments
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Team Calendar View
Granting this permission will allow a user to access the Team Calendar views within
the 'Calendar' tab. It will also a user to select a person besides themselves when
using personal calendar views. This permission does not grant permission to edit
another person's calendar.
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Customers
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Lead Technician
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Technician
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Subcontractor
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Show "Customers" Tab
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View All Customers
Without this permission, users can only see the customers they are assigned to do
work for. This permission allows you to let them see the entire customer list.
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Create Customer Records
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Edit Customer Records
Includes the ability to edit basic customer record information as well as customer
contacts and locations.
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Equipment
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Lead Technician
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Technician
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Subcontractor
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Show "Equipment" Tab
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Create Equipment Items
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Edit Equipment Items
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Delete Equipment Items
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Work Orders
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Lead Technician
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Technician
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Subcontractor
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View Work Orders Assigned to Themselves
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View Unassigned Work Orders
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View All Work Orders
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Create Work Orders
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Edit Work Orders
This permission allows a user to edit a
Work Order, including things like 'Description',
'Type', 'Priority', 'Billing Address', custom fields, etc. It does not include
the ability to edit labor, materials, expenses - those types of actions have their
own permissions (see below).
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Delete Work Orders
This permission allows a user to delete a
Work Order, moving the Work Order
to the Deleted Work Order area.
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Change Status
This permission allows a user to change the status of a
Work Order, but does not allow them to change
the status to 'Closed'.
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Change Status to 'Closed'
This permission allows a user to change the status of a
Work Order
to 'Closed'.
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Reopen
This permission allows a user to re-open a closed
Work Order
by changing the status from 'Closed' to something else.
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Modify When Closed
This permission allows a user to modify a closed
Work Order, but only modifications that they
are normally permitted to make on open
Work Orders.
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View Work Order 'Billing' Tab
The 'Billing' tab contains information such as the billing address, and billable
status for the
Work Order. It also contains a 'Billing Summary'
(if the 'View/Print Billing Summary' permission is granted) that displays all of
the billable items (labor, materials, and expenses) for the
Work Order.
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View/Print 'Billing Summary'
This permission allows a user to view and print the 'Billing Summary' for a
Work Order. Granting this permission will also
grant permissions to view prices for Labor, Materials, and Expense items.
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View Job Cost
The 'Job Cost' tab contains information about the profitability of a job. Turning this
permission on will allow a user to view both summary and line-item details about price,
cost, profit, and margin.
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Edit Tax Code, and Taxable Status for Items
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Work Order Assignments
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Lead Technician
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Technician
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Subcontractor
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Create Assignments
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Edit & Complete Assignments
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Delete Assignments
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Work Order Comments
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Lead Technician
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Technician
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Subcontractor
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Add Private Comments
Private comments are for internal use only and are not viewable by customers in
email notifications or the customer portal.
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Add Public Comments
Public comments are viewable by customers in email notifications and in the customer
portal.
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Edit Private Comments
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Edit Public Comments
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Delete Comments
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Work Order Labor Items
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Lead Technician
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Technician
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Subcontractor
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Add Labor Items
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Edit Labor Items
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Delete Labor Items
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Edit Labor Item Description
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Labor Item Price
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Labor Item Cost
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Work Order Materials Items
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Lead Technician
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Technician
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Subcontractor
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Add Materials Items
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Edit Materials Items
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Delete Materials Items
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Edit Materials Item Description
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Materials Item Price
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Materials Item Cost
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Work Order Expense Items
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Lead Technician
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Technician
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Subcontractor
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Add Expense Items
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Edit Expense Items
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Delete Expense Items
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Edit Expense Item Description
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Expense Item Price
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Expense Item Cost
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Contracts
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Lead Technician
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Technician
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Subcontractor
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Show "Contracts" Tab
If this permission is granted, users in the "Technician" or "Subcontractor" roles will see the Contracts tab, but will only be
able to view contract details if they are also granted the view details permission.
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View Contract Details
If this permission is granted, users in the "Technician" or "Subcontractor" roles will see
additional details about the contracts including the contract balances and history.
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Create Contracts
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Edit Contracts
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Delete Contracts
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Recurring Jobs
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Lead Technician
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Technician
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Subcontractor
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View Recurring Jobs
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Item List
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Lead Technician
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Technician
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Subcontractor
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Create Items in master Item List
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Edit Items in master Item List
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Delete Items in master Item List
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Invoices
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Lead Technician
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Technician
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Subcontractor
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View Invoices
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Create Invoices
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Edit Invoices
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Delete Invoices
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View Payments
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Accept Payments
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Refund Payments
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Access MerchantTrack
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Reports
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Lead Technician
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Technician
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Subcontractor
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Show "Reports" Tab
If this permission is granted, users in the "Technician" or "Subcontractor" roles will see the Reports tab, but will only be
able to view Labor and Expense reports for their own data. Users in the "Lead Technician" role will be permitted to see Labor and Expense reports for themselves and other users.
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