This article explains the User Roles and Rights on the "CRM" tab. You can set these under Settings > User Roles & Rights > [Role Name] > CRM.
Client Access
Client List |
Allows the right to view, edit, and search the client list. This right also is required to access the Client Edit screen. |
Activate/Deactivate |
Allows the right to activate and deactivate clients. |
Add Client |
Allows the right to add a new client. |
Allow Edit |
Allows the right to edit clients. |
Allow Delete |
Allows the right to delete clients. |
Bulk Edit |
Allows the right to bulk edit certain fields for clients from the client list. |
Bulk Schedule |
Allows the right to bulk schedule jobs form the client list. |
Bulk Create |
Allows the right to bulk create calls, to do’s, tags, touchpoints and notes for clients from the client list. |
Marketing |
Allows the user to send Marketing emails through client list. |
Add Contract |
Allows the right to create contracts for clients. |
Payment Alerts |
Allows the right to receive an alert when a payment is added in Service Autopilot. |
Client Portal Ticket Alerts |
Allows the right to receive an alert when a client portal ticket is submitted. |
View Balance |
Allows the right to view the current account balance for clients. |
View History |
Allows the right to view all job history. |
View Notes |
Allows the right to view notes for clients and leads. |
View Contacts |
Allows the right to view contacts. |
View Billing |
Allows the right to view billing information for clients. |
View Credit Card #’s |
Allows the right to view credit card information for clients. |
Copy Master Property Credit Card |
Allows the right to copy master property credit card information to sub-properties. |
Reset Client Portal Password |
Allows the right to reset the password for the Client Portal |
Lead Access
Lead List |
Allows access to view the lead list. |
Allow Edit |
Allows the right to edit leads. |
Allow Delete |
Allows the right to delete leads. |
Bulk Edit |
Allows the right to Bulk edit certain fields for leads from the lead list. |
Bulk Create |
Allows the right to bulk create calls, to do’s, tags, touchpoints, and notes for leads from the lead list. |
Estimates |
Allows the right to create estimates for leads. |
Add Lead |
Allows the right to create a lead. |
Convert/Close |
Allows the right to convert and close leads. |
CRM Reports
Client Balance |
Allows the right to run the report that shows what customers owe you and how much. |
Client Contracts |
Allows the right to run the report that shows a single line summary of all contracts including billing days and agreed-upon amount. |
Client Referral |
Allows the right to run the report that shows clients added by customer referrals in the client source. |
New Clients Report |
Allows the right to run the report that shows new clients created in Service Autopilot. This report can be filtered by date range, status, and sales rep. |
New Client Count Report |
Allows the right to run the report that shows how many clients were created in Service Autopilot. This report can be filtered by date range. The report is divided by zip code, source, and sales rep. |
Cancellation Count Report |
Allows the right to run the report that shows the number of client cancellations in Service Autopilot. This report can be filtered by date range. The report is divided by source, sales rep, CSR, and zip code. |
Clients Report by Completed Jobs |
Allows the right to run the report that shows which clients had jobs completed. This report can be filtered by date range and/or clients that email. |
Client Method of Payment |
Allows the right to run the report that shows by what method a client typically pays by. This report can be filtered by client type and method of payment. |
Terminations Report |
Allows the right to run the report that shows new terminations by date range. This report can be filtered by date range, reasons, and sales rep. |
Client Contact List |
Allows the right to run the report that shows a client contact list. This report can be filtered by account balance and sales rep. |
Client Phone List |
Allows the right to run the report that creates a client phone list. This report can be filtered by client since date and by sales rep. |
Client Timeline Report |
Allows the right to run the report that shows timeline entries (emails, to do’s, calls, etc.) for a given time frame. This report can be filtered by date range, client, type, and resource. |
Client Source Campaigns |
Allows the right to run the report that shows the results of a marketing campaign. This report can be filtered by date range, source and recovery days. |
Lead Timeline Report |
Allows the right to run the report that shows items found on Lead Timelines. This information can be filtered by date range, Lead, type of contact, and Resource. |
QuickBooks Comparison |
Allows the right to run the report that shows any discrepancies between QuickBooks and Service Autopilot. Having the QuickBooks Sync is necessary. |
Sales Summary by Source |
Allows the right to run the report that shows the conversion percentage from a lead to a client by marketing source. This report can be filtered by date range. |
Closed Leads Summary |
Allows the right to run the report that shows how many leads were closed. This report can be filtered by date range. |
Lead Aging Summary |
Allows the right to run the report that shows how many leads have not been converted from 0-120+ days. This report can be filtered by date range. |
New Leads Report |
Allows the right to run the report that shows when leads were created in Service Autopilot. This report can be filtered by date range or sales rep. |
Estimates by Stage |
Allows the right to run the report that shows a list of estimates and their current stages. This report can be filtered by date range, sales rep, estimate stage, estimate reason, and custom fields. |
Won Estimates by Service |
Allows the right to run the report that shows a list of estimates won and divided by service type. This report can be filtered by date range, service, and sales rep. |
Won Estimates Service Products |
Allows the right to run the report that shows a list of estimates won and attached products. This report can be filtered by date range, service, product, and sales rep. |
Won Estimates Service Value |
Allows the right to run the report that shows a list of estimates won and how much was collected for services completed versus the original estimated value. This report can be filtered by date range, service, job status, and sales rep. |
Bounced Emails |
Allows the right to run the report that shows emails from Service Autopilot that have not been delivered. |
Spam Emails |
Allows the right to run the report showing emails from Service Autopilot that have been marked as spam. |
Forms Summary |
Allows the right to run the report that shows a list of forms and the number of responses given. This report can be filtered by form status and date range. |
Company Scorecard |
Allows the right to see the company scorecard. |
Tickets Access
View/Modify Tickets |
Allows the right to view and modify Tickets. |
Add Notes |
Allows the right to create Notes. |
Add Calls |
Allows the right to create Calls. |
View/Modify Email Integrations |
Allows the right to view and modify the Email Integration Settings found by going to Settings > Email Integrations. |
Tags
Create Tag |
Allows the right to create and add tags throughout Service Autopilot. |
Create Tag Category |
Allows the right to create new tag categories. |
Forms
View/Create Forms |
Allows the right to view existing forms and to create new forms. |
Edit Forms |
Allows the right to edit existing forms. |
View Office-Only Fields |
Allows the right to view “Office only fields” located in forms. |
Delete Responses |
Allows the right to delete form responses. |
Get Form Alerts |
Gives an alert when a form has been filled out and submitted. |
Email Activity
View Email Activity |
Allows the right to view email activity on the CRM tab. This will allow you to see emails sent, received, opened, bounced, rejected, or sent to spam, as well as their current status. |
Can Remove Email from Spam List |
Allows the right to remove emails marked as spam from the spam list. |
Can Remove Email from Bounce List |
Allows the right to remove emails that were added to the bounced list. |
Automation Access
These User Rights only appear if you have a Pro Plus subscription.
Create/Modify Automation | Allows the right to create new and modify existing Automations. |
View Automation | Allows the right to view Automations. |
Stop Automation | Allows the right to stop Automations that are currently running. |
View Automation Tags | Allows the right to view Tags on Automations. |
Add Automation Tags | Allows the right to add new Tags to Automations. |
Auto Assist Access
These User Rights only appear if you have a Pro Plus subscription.
Create/Modify Assist Categories | Allows the right to create new and modify existing Assist Categories. |
Create/Modify Assists | Allows the right to create new and modify existing Assists. |
View Assists | Allows the right to view Assists. |
Text Message Access
These User Rights only appear if you added Text Messaging to your subscription.
View Message Center | Allows the right to create new and modify existing Assist Categories. |
Remove Text Message Feed | Allows the right to create new and modify existing Assists. |