This article explains the User Roles and Rights on the "Scheduling" tab. You can set these under Settings > User Roles & Rights > [Role Name] > Scheduling.
Scheduling Access
Calendar |
Allows the right to view and edit the calendar. |
Dispatch Board |
Allows the right to view, edit, and dispatch jobs from the Dispatch Board. |
Waiting List |
Allows the right to view, edit, and dispatch jobs from the waiting list. |
Teams |
Allows the right to view and edit Teams. |
Add/Modify Projects |
Allows the right to view, create, and edit projects. |
Dispatch Calendar |
Allows the right to view, edit, and dispatch jobs from the dispatch calendar. |
Asset Tracking |
Allows the right to view, create, and edit assets in Service Autopilot. |
View/Edit Asset Purchase Info |
Allows the right to view and edit asset purchase information. |
View/Edit Asset Forms |
Allows the right to view and edit asset forms. |
Get Schedule Alerts |
Allows the right to receive scheduling alerts, such as: Master Package expiration warnings, Master Schedule expiration or changes, etc. |
Scheduling Reports
Job Cost Summary |
Allows the right to run the report that shows summarized job costing information. This report can be filtered by date, resource, service, customer, and customer status. |
Package Summary Report |
Allows the right to run the report that breaks down information on master packages. This report can be filtered by master package |
Package Sq Ft by Round |
Allows the right to run the report that shows the number of square feet assigned per round. This report can be filtered by custom field. Note: the client’s square feet custom field must be filled out. |
Client Count by Service |
Allows the right to run the report that shows the number of clients per service and what percentage of your business it represents. |
Chemical Tracking |
Allows the right to run the report that shows the important recorded chemical tracking information. This report can be filtered by date, custom field, and form. |
Over/Under Report |
Allows the right to run the report that shows budgeted vs. actual amounts in visits, hours, and revenue. This report can be filtered by customer and contract. |
Backlog Services |
Allows the right to run the report that shows the accumulation of jobs waiting to be completed. |
Sales Count by Sales Rep |
Allows the right to run the report that shows a count of services and products sold by sales representatives. This report can be filtered by date, service/product, and sales rep. |
Client Services Report |
Allows the right to run the report that shows active services by client. It can be filtered by custom field, service, and customer. |
Paused Services Report |
Allows the right to run the report that shows what services have been paused. |
Cost of Goods Sold Report |
Allows the right to run the report that shows the cost of goods sold information. This report can be filtered by date, service, completed jobs, jobs with no job time, and jobs with no amount. |
Job Costing |
Allows the right to run the Job Costing Report. This information can be filtered by a date range. |
Sales by Date Sold |
Allows the right to run the Sales by Date Sold report. This information can be filtered by a date range, Service, Sales Rep, and can include Products, Discounts, and Uninvoiced Products/Discounts. |
Sales by Date Sold Detail |
Allows the right to run the report that shows detailed sales information for Clients by item sold. |
Contractor Phone List |
Allows the right to run the report that shows contact information for your contractors. |
Vendor Contact List |
Allows the right to run the report that shows contact information for your third-party vendors. |
Non-Inventory Product List |
Allows the right to run the report that shows any non-inventory product and its basic information. This report can be filtered by status. |
Inventory Product List |
Allows the right to run the report that that shows any inventory product and its basic information. This report can be filtered by status. |
Export for Quality Driven Software |
Allows the right to run the report that exports information for Quality Driven Software only. |
Job Hours Summary |
Allows the right to run the report that shows a list of employees and their total versus actual working time. This report can be filtered by date. |
Resource Time Utilization |
Allows the right to run the report that shows a breakdown of the non-productive time an individual employee had in any given timeframe. This report can be filtered by date, period, and resource. |
Product and Service Usage |
Allows the right to run the report that shows the life of a service or product regarding quantity and amount in three different stages: estimate, job, and invoice. This report can be filtered by date, client, city, and zip code. |
Visits Report |
Allows the right to run the report that shows the status, actual vs. budgeted hours of a service within a defined timeframe. This report can be filtered by date, client, city, zip code, service, status, and resource. |
Employee Directory |
Allows the right to run the report that shows information about your company’s employees. This report can be filtered to include contractors. |
Revenue and Budgeted Hours Projection |
Allows the right to run the report that shows projected budgeted hours and revenue for the next 12 months. |
Custom Package Renewal Report |
Allows the right to run the report that shows Custom Package renewals. |
Job Access
View Jobs |
Allows the right to view jobs. |
Add Job |
Allows the right to add jobs to clients. |
Cancel Job |
Allows the right to cancel jobs. |
Pause/Restart |
Allows the right to pause and restart jobs. |
Delete Job Comments |
Allows the right to delete job comments. |
Edit All Job Comments |
Allows the right to edit job comments. |
Add/Remove Custom Package Line Items |
Allows the right to add service line items to custom packages. |
Company Directory
View Company Directory |
Allows the right to view the company directory, which is a list of employees and vendors. |
View Upcoming Schedule |
Allows the right to view upcoming scheduled jobs. |
Employee Access
Manage Employees |
Allows the right to view the employee list, view timesheets, and edit timesheets. In order to get this right, the user must also have any right enabled under Home > Home Access. |
View Employee Information |
Allows the right to view basic information on the employee account screen. |
View I-9 Information |
Allows the right to view the employee’s I-9 information on the employee account screen. |
View Attachments |
Allows the right to view attachments on the employee account screen. |
View Rating |
Allows the right to view the employee’s rating on the employee account screen. |
View Time Off |
Allows the right to view the employee’s remaining vacation and sick time on the employee account screen. |
View Resource Notes |
Allows the right to view any employee notes on the employee account screen. |
View Customer |
Allows the right to see client Tickets associated with in the employee’s timeline. |
View Custom Fields |
Allows the right to view the custom fields for employees on the employee account screen. |
View User Settings |
Allows the right to view a snapshot of the employee’s user settings on the employee account screen. |
View License Info |
Allows the right to view the employee’s license information on the employee account screen. |
View Alerts |
Allows the right to view what alerts an employee is scheduled to receive on the employee account screen. |
Resolve Time Off Request |
Allows the right to approve time-off requests, including vacation and sick time. |
Can Log Others Time Off |
Allows the right to log another employee’s time off on that employee’s account screen. |
Can Approve Own Time Off Request |
Allows the right to approve their own requests for time off. |
Add/Edit Applicants |
Allows the right to add or edit applicants on the Applicants screen. |
View Applicants |
Allows the right to view applicants on the Applicants screen. |
Add Employee |
Allows the right to add a new employee. |
Edit Employee |
Allows the right to edit an existing employee. |
Edit Photo |
Allows the right to edit the photo for an employee. |
Add/Remove Tag |
Allows the right to add and remove resource tags. |
Add Time Off |
Allows the right to add a time off request. |
Edit Time Off |
Allows the right to edit time off requests after being requested. |
Add/Edit Complaint |
Allows the right to add and edit a complaint. |
Add/Edit Compliment |
Allows the right to add and edit a compliment. |
Delete Complaint |
Allows the right to delete a complaint. |
Delete Compliment |
Allows the right to delete a compliment. |
Modify Note Expiration |
Allows the right to modify the expiration timeframe for a compliment or complaint. |
View Default Schedule |
Allows the right to view employee default schedules. |
Edit Default Schedule |
Allows the right to edit employee default schedules. |
View Upcoming Schedule |
Allows the right to view employee upcoming schedules. |
Override Scheduled Days |
Allows the right to override employee schedules. |
View Scheduled Work |
Allows the right to view an employee's scheduled jobs. |
Reset Employee Password |
Allows the right to reset an employee’s password. |
Vendor Access
Manage Vendors |
Allows the right to view the vendor list. |
View Vendor Information |
Allows the right to view basic information on vendor account screen. |
View I-9 Information |
Allows the right to view the vendor’s I-9 information on the vendor account screen. |
View Attachments |
Allows the right to view attachments on the vendor account screen. |
View Rating |
Allows the right to view the vendor’s rating on the vendor account screen. |
View Time Off |
Allows the right to view the vendor’s remaining vacation and sick time on the employee account screen. |
View Timeline Section |
Allows the right to view the vendor’s timeline information on the vendor account screen. |
View Resource Notes |
Allows the right to view any vendor notes on the vendor account screen. |
View Customer |
Allows the right to see if a Ticket for the client is associated with in the vendor’s timeline. |
View License Info |
Allows the right to view the vendor’s I-9 information on the vendor account screen. |
View Custom Fields |
Allows the right to view the custom fields for vendors on the vendor account screen. |
View User Settings |
Allows the right to view the vendor’s I-9 information on the vendor account screen. |
View Alerts |
Allows the right to view the vendor’s I-9 information on the vendor account screen. |
Add Vendor |
Allows the right to add a new vendor. |
Edit Vendor |
Allows the right to edit an existing vendor. |
Edit Photo |
Allows the right to edit the photo for a vendor. |
Add/Remove Tag |
Allows the right to add and remove resource tags. |
Add Time Off |
Allows the right to add time off request. |
Edit Time Off |
Allows the right to edit time off requests after being requested. |
Add/Edit Complaint |
Allows the right to add and edit a complaint. |
Add/Edit Compliment |
Allows the right to add and edit a compliment. |
Delete Complaint |
Allows the right to delete a complaint. |
Delete Compliment |
Allows the right to compliment. |
Modify Note Expiration |
Allows the right to modify the expiration timeframe for a compliment or complaint. |
View Default Schedule |
Allows the right to view vendor’s default schedule. |
Edit Default Schedule |
Allows the right to edit vendor’s default schedule. |
View Upcoming Schedule |
Allows the right to vendor’s upcoming schedule. |
Override Scheduled Days |
Allows the right to override vendor’s schedule. |
View Scheduled Work |
Allows the right to view a vendor’s scheduled jobs. |
Edit Vendor Password |
Allows the right to reset a vendor’s password. |
Chemical Tracking
Add/Edit Usage |
Allows the right to add and edit chemical usage for chemical jobs on the Dispatch Board. |
Create UoM |
Allows the right to create units of measure for chemical tracking. |
Create Mix |
Allows the right to create chemical mixes. |
Create Application Method |
Allows the right to create application methods for chemical tracking. |
Create Target |
Allows the right to create targets for chemical tracking. |
Create Custom Field |
Allows the right to create custom fields when creating a price matrix for a chemical product. |