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CLIPitc Permission's Definition
CLIPitc Permission's Definition

What each permission means

Jacob Reeves avatar
Written by Jacob Reeves
Updated over 3 months ago

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- It 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.

Can Edit AutoPays- Allows the user to edit AutoPay.

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 all QuickBooks and Invoice options.

Invoice- Allows the user to create invoices.

Single Payment- Allows the user to run single payments.

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 create a 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.

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

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 pull 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.

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.

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 ToDos- Allows the user to view ToDos.

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.

ToDos- Allows user to edit ToDos.

Estimates- Allows the user to view Estimates.

Jobs- Allows the user to view jobs.

Invoices- Allows the user to view invoices.

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.

Global Permissions- Provides permissions to app and webstie.

Show Job Charge and Material Charge- Allows to view job and material charges.

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