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.
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