VIEW ORDER
Can access Order Details page.
Can download technician copy.
Can download Order as CSV.
Can see Order Edit History.
Can also search orders.
Can view, copy link and print estimate and invoice pdf.
CREATE ORDER
All the accesses provided in VIEW ORDER role
Can create order.
Can create/edit checklists.
Can customise job cards/checklists (master).
Can access Garage Tags (master).
Can access Garage Packages (master).
Can also access appointments and can only confirm the appointments not reschedule and cancel; Can also convert the appointment to repair order.
EDIT ORDER
All the accesses provided in VIEW ORDER and CREATE ORDER role
Can Edit Order.
VIEW INVOICE
Can access Order Details page.
Can download technician copy.
Can download Order as CSV.
Can see Order Edit History.
Can also search orders.
Can view, copy link and print estimate and invoice pdf.
CREATE INVOICE
All the accesses provided in VIEW INVOICE role
Can create the invoice.
Can create Counter Sale.
Can create/edit checklists.
Can also set a reminder.
EDIT INVOICE
All the accesses provided in VIEW INVOICE and CREATE INVOICE role.
Can create Counter Sale.
Can edit invoice.
VIEW INVENTORY
Can view the Inventory Screen.
Can view Inventory alerts.
Can view the service and parts master.
CREATE INVENTORY
All the accesses provided in VIEW INVENTORY role
Can create Purchase Order
Can Stock in
Can add the stock items.
Can add new services and parts (master).
EDIT INVENTORY
All the accesses provided in VIEW INVENTORY and CREATE INVENTORY role.
Can edit Purchase Order
Can edit stock.
Can edit new services and parts (master).
VIEW SERVICE AND PARTS (master)
Can view the service and parts master.
CREATE SERVICE AND PARTS (master)
All the accesses provided in VIEW SERVICE AND PARTS role.
Can add new services and parts (master).
EDIT SERVICE AND PARTS (master)
All the accesses provided in VIEW SERVICE AND PARTS and CREATE SERVICE AND PARTS role.
Can edit new services and parts (master).
PAYMENT
Can receive payments.
Can Send Payment due reminder and payment link.
ACCOUNTS
Can fully manage the Accounts.
Can also view and clear vendor due amount.
PARTS APPROVAL
Can view inventory, manage parts approval process.
Module based access control
CUSTOMERS (Module)
Can view/manage customer module.
VENDORS (Module)
Can view/manage vendors module.
REMINDERS (Module)
Can view/manage reminders & Insurance due modules.
FEEDBACKS (Module)
Can view/manage feedback module.
REPORTS (Module)
Can view/manage reports module.
TALLY (Module)
Can manage & generate Tally export.
MARKETING (Module)
Can view/manage SMS marketing module.