Lets go over what each permission allows or blocks the user from doing.
Dashboard - Allows the user to view the information on the dashboard.
Customers - Allows access to the Customers tab in CLIPitc.
Find Customer - Allows the user to search for customers.
Import Customer - Allows the user to import customers.
Marketing/Emails - Allows the user to create or send out emails.
Auto-Charge Emails - Allows the user to add "or edit" after the word create.
Pre-Service Emails - Allows the user to edit Pre-Service template for Emails.
Post-Service Emails - Allows the user to edit Post-Service template for Emails.
Portal Invitation Emails - Allows the user to edit the template for Portal Invitation Emails.
Invoice Emails - Allows the user to edit the invoice template for emails.
Estimate Emails - Allows the user to edit the estimate template email.
AutoPay Request Emails - Allows the user to edit AutoPay request template for emails.
Daily Work Message - Allows user to edit template used for the 'Message Customer' feature on the Daily > Get Work page
Post-Service Text - Allows user to edit Post service text template
Pre-Service Text - Allows user to edit Pre service text template
AutoPay Failed Email - Allows user to Edit the template of the email that is sent to customers when their Autopayment fails.
Auto-Charge Text - Allows user to edit the text sent out to customers who has been been charged by an Auto Payment
Single Payment Emails - Allows user to edit template of the email sent to customers who has had a payment processed using the 'Single Payment' page
Can Edit AutoPay's - Allows user to edit or process Autopayments
Lead Map - Allows the user to have access to the Lead Map tab
Bulk Email Estimates - Allows the user to have access to the Email Estimates tab.
Estimates - Allows the user to create Estimates.
Daily- Allows access to the permissions below.
Get Work- Allows the user to access to Get Work tab
Print Route Sheet- Allows the user print route sheets.
Record Work Mobile- Allows the user to record work in the Record Work Mobile tab.
Record Work- Allows the user to record work.
Routing- Allows the user to create route sheets.
Crew Position- Allows the user to view the crews position.
QuickBooks/Invoice- Gives the user access to the QuickBooks/Invoice page
Invoice - Allows the user to create invoices
Single Payment - Allows the user to run single payments.
Credit Memo - Allows user to enter Credit Memos
Additional Charges - Allows the user to add additional charges.
Process Auto Pays - Allows the user to process auto pay.
Mapping - Allows the user to map QuickBooks.
Unpaid Invoices - Allows the user to run the unpaid invoices report.
Email Invoices - Allows the user to email invoices.
Late Fee - Allows the user to add or adjust late fees.
Fuel Surcharge - Allows the user to add or edit fuel surcharge.
Match Anonymous payments - Allows user to match payments made anonymously.
Patterns- Allows the user to have access to patterns.
Pattern Customers- Allows the user to Add, Delete and Edit Pattern Customers.
Pattern Jobs- Allows the user to Add, Activate, Deactivate and Edit Pattern Jobs.
Pattern Program- Allows the user to Add, Activate, Deactivate and Edit Programs.
Pattern Job Changes- Allows the user to globally change pattern jobs
Update All Customers - Allows user to make global changes at the customer level.
Update All Properties - Allows user to make global changes at the Property level.
Pattern Packages - Allows user to set up Package templates
Pattern Permissions - Allows user to set up a template for user permissions.
Customize- Gives the user full access to customize.
Change List- Allows the user to edit different lists.
Zone List- Allows the user to Add, Delete or Edit zone names.
Country List- Allows the user to Add, Delete or Edit country names.
Property Category- Allows the user to Add, Delete or Edit property category names.
Unit Type- Allows the user to Add, Delete or Edit unit type names.
Stock Type- Allows the user to Add, Delete or Edit stock type names.
Job Category- Allows the user to Add, Delete or Edit job categories.
Job SubCategory- Allows the user to Add, Delete or Edit job subcategories.
Weather Condition- Allows the user to Add, Delete or Edit weather conditions.
Service Category- Allows the user to Add, Delete or Edit Zone Service Categories.
Material- Allows the user to Add, Delete or Edit materials.
Discounts- Allows the user to Add, Delete or Edit discounts.
Activity- Allows the user to Add, Delete or Edit customer activity.
Customer Source- Allows the user to Add, Delete or Edit customer sources.
State List- Allows the user to Add, Delete or Edit states names.
Lawn Condition- Allows the user to Add, Delete or Edit lawn conditions.
Formulation Type- Allows the user to Add, Delete or Edit formulation type.
County- Allows the user to Add, Delete or Edit county names.
Crew- Allows the user to Add or Edit crews.
Tax List- Allows the user to Add, Delete or Edit tax codes.
End of Year Function- Allows the user to manage End of Year Functions.
Time Setting- Allows the user to change the time format.
Recalculate Budgeted Man Hours- Allows the user to globally set budgeted man hours.
Price Adjustments- Allows the user to set price adjustments.
Employee- Provides the user access to employee information.
Find Employee- Allows the user to find employees
Time Clock- Allows the user to view employees time clock
Reports - Give the user full access to all reports.
Customer Reports - Allows the user to Access customer reports.
History - Allows the user to create a customer history report.
Source Report - Allows the user to create a source report.
Account Receivable Report - Allows the user to pull a AR report.
Sales Tax Report - Allows the user to create a sales tax report.
Sales Report - Allows the user to create a sales report.
To Do Report - Allows the user to create a report with to do's.
Payment Report - Allows the user to create a payment report.
Estimate Report - Allows the user to create a estimate report.
Packages Report - Allows the user to create a packages report
Account Balance - Allows the user to create a account alance report
Communications List - Allows the user to create a Communications list report
Sales Tax Grid - Allows the user to create a Sales tax Grid report
Audit Report - Allows the user to create a Audit Report
Job Reports- Gives the user access to create Job Reports.
Crew/Route- Allows the user to create a report for crews.
Job Costing Report- Allows the user to create a job costing report.
Pre Service Notification Report- Allows the user to create a call ahead report.
Materials Report- Allows the user to create a report for materials.
Daily Work Report- Allows the user to create a work report for specific crews.
Hard Job Cost Report- Allows the user to create a hard job cost report.
Job Cost Report To Excel- Allows the user to create a job cost report for excel.
Contract Comparison- Allows the user to create a contract comparison report.
Daily Gross - Allows the user to create a Daily gross report
Programs and Rounds Square Footage - Allows the user to create a Program and Rounds report
Rounds History Report -Allows the user to create a Round History report
Programs by Customer - Allows the user to create a programs report
Edit All Jobs - Allows the user to view and edit All Jobs
Employee- Gives the user access to Employee reports.
Efficiency Report- Allows the user to create a efficiency report.
Efficiency Report Hourly- Allows the user to create efficiency hourly report.
Payroll Report- Allows the user to create a payroll report.
Payroll Report Hours only- Allows the user to create a payroll report with only hours.
Payroll Summary- Allows the user to create a payroll summary report.
Crew Route Map- Allows the user to create a map displaying the route the crew took.
Employees On Job- Allows the user to create a employees on job report.
Employee Clock Time- Allows the user to create a report on employee clock time.
Route Sheet- Allows the user to create a route sheet report.
Work Projections- Allows the user to create a work projection reports.
Jobs Upcoming Details- Allows the user to create a report on upcoming job details.
Jobs Upcoming Summary- Allows the user to create a summary of upcoming jobs report.
Materials Needed Detail- Allows the user to create a report for materials needed.
Materials Needed Summary- Allows the user to create a summary report for materials needed.
Revenue Report Summary- Allows the user to create revenue summary report.
Reprint Statements- Allows the user to create a reprint statements report.
Custom Reports- Allows the user to create custom reports.
Mobile App- Gives the user full access to the mobile app
See All Crew's Work- Allows the user to view all crews work.
Settings- Gives the user full access to the settings of the mobile app
Add/Edit Crew Members- Allows the user to add and edit crew members.
Get Work- Allows the user to get work.
Optimize Route- Allows the user to optimize the route.
Reload Route- Allows the user to reload the route.
Finalize Jobs- Allows the user to finalize the job.
Weather Options- Allows the user to set weather options.
Materials Report- Allows the user to pull a materials report.
View To-dos- Allows the user to view To-dos.
Customers- Allows the user to view customers.
Details- Allows the user to view details.
Properties- Allows the user to view properties.
Packages- Allows the user to view packages.
To-dos - Allows user to edit To-dos.
Estimates - Allows the user to view Estimates.
Jobs - Allows the user to view jobs.
Invoices - Allows the user to view invoices.
View Job Internal Notes - Allows users to view internal notes from the customers account
Daily Work- Give user full access to Daily Work.
Customer Job Contact Information- Allows the customer to view customer contact information.
View Daily Work- Allows the user to view daily work.
Materials- Allows user to view Materials.
Edit Employee Times- Allows the user to edit employee times.
Change Crew- Allows the user to change crews.
Additional Charge- Allows to view or edit additional charges.
Add Job- Allows to add jobs.
Edit General Note -
Edit Limited Route Sheet notes -
Edit Route Sheet Notes -
Edit Invoice Notes -
View Job Internal Notes - Allows users to view internal notes from the job in the workbank
Time Clock - Allows user to clock in/out from the mobile app
Edit Time Clock - Allows user to edit the time clock from the mobile app
Dispatch Map - Allows user to view the map of crews and jobs from the mobile app.