The "Scheduling" Tab

This article explains all of 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 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 amount 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. 

Scheduled To Dos

Allows the right to run the report that shows scheduled To Do’s. This report can be filtered by date, resource, type, status and custom field.

Damage Report

Allows the right to run report that shows damage cases. This report can be filtered by date, resource, status, and sales rep.

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.  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 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 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 editjob 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 Employee Information

Allows the right to view basic information on 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 Timeline Section

Allows the right to view the employee’s timeline information 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 the client a to-do is 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 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 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’s default schedule.

Edit Default Schedule

Allows the right to edit employee’s default schedule.

View Upcoming Schedule

Allows the right to employee’s upcoming schedule.

Override Scheduled Days

Allows the right to override employee’s schedule.

View Scheduled Work

Allows the right to 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 the client a to-do 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.

 

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