The "Mobile" Tab

View/Edit Client

Allows the right to view and edit client information.
Always - Allows the right to view and edit client information at any time.
When Assigned Job - Allows the right to view and edit the client information only when jobs are dispatched.

Auto-Download Clients

Downloads the client list and keeps it stored in the apps tables.

View Account Balance

Allows the right to see the client’s account balance and lead’s potential revenue.

Contact Client

Allows the right to contact clients and leads.
Send Emails From:
Company - The company email address appears as the “from” email address.
Employee - The employee’s email address appears as the “from” email address.

View Leads

Allows the right to view the lead list, as well as the right to view/edit a lead.

View Vendors

Allows the right to view the vendor list and view/edit a vendor.

Make Work Assignments

Allows the right to reassign work to another resource.

Edit Client Notes

Allows the right to update the notes that are to the client. These notes only appear on work order sheets, the dispatch board, and the client timeline view.

View Work Order

Allows the right to view the work order on the app and collect a signature on the work order.

Can Wipe Devices Remotely

Allows the right to wipe the app clean of data through the app itself on the app settings.

Enable Push Notifications

Allows the Team app user to receive push notifications.

Enable Drive Time

Enables the right to track drive time through the mobile app.

Show Everyone's Work

Allows the Legacy app user to see job information for all resources.

Edit GPS Settings

Access App Settings

Allows the right to view and edit the mobile app settings.

Edit Job Quantity

Allows the right to edit the quantity for jobs.

Edit Product Quantity

Allows the right to edit the quantity for products.

View Product Cost

Allows the right to view the product cost.

Edit Product Cost

Allows the right to edit the product cost.

Edit Schedule Date

Allows the right to move a job to a different date.

Add Service

Allows the right to create a one-time job from the mobile app.

View Rate

Allows the right to view the rate for both services and products.

Edit Rate

Allows the right to edit the rate for both services and products.

Add Waiting List Service

Allows the right to create a waiting list job.

Add Product

Allows the right to add both products to existing jobs and installed products to clients.

View Invoices

Allows the right to view invoices for clients and invoices for jobs completed on the app.

Create Invoices

Allows the right to create stand-alone invoices for clients and the right to edit invoices for completed jobs on the app.

Confirm Products

Allows the right to confirm products on invoices for completed jobs on the app.

Edit Invoice Description

Allows the right to edit the invoice description for both services and products.

View Payments

Allows the right to view payments for clients.

Collect Payment

Allows the right to collect payments for open invoices only.

Require Chemical Logging

Forces resources to log chemical tracking information on jobs before completing them.

Edit Timesheets

Allows the right to edit timesheet records for resources.

Dispatch from Mobile

Allows the right to start jobs from the calendar view.

Hide Printed Job Notes

If route sheets are printed along with the use of the app, this will hide job notes for the app are hidden.

Monitor Geofences

This is future functionality.

Enable Estimates

Allows the right to create estimates for clients and leads.  Access to clients and leads is necessary.

Enable Expenses

Allows the right to create expenses.

Enable Bulk Clock In

Allows the right to bulk clock into multiple jobs at one time, as well as, multiple services at one time.

Require View Job Notes

Forces resources to view and acknowledge job notes prior to starting a job.

Require “Before” Pictures

Requires taking a before picture before completing a job.

Require “After” Pictures

Requires taking an after picture before completing a job.

Edit Team

Allows the right to add and remove resources from Teams.

Allow Copy Route

Allows the right to copy route, for snow only (obsolete).

Allows the right to view assets and asset list

Allows the right to edit any assets

Allows the right to view and edit asset purchase information

Allows the right to view and edit forms

Allows the right to view and edit asset forms