The "CRM" Tab

This article explains all of the User Roles and Rights on the "CRM" tab. You can set these under  Settings > User Roles & Rights > [Role Name] > CRM.

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 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 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. 
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