Main Lists

• Customer. Can view the main customer list.

• Employee. Can view the main employee list.

Customer  Main View

• View. Can view existing customer records, but not edit them.

• Modify Existing. Can view and edit existing customer records.

• Create New. Can create new customer records.

Customer Payment Method Acct. Numbers

• View All. Can view all of a customer's payment information.

• Partial Card Number. Can only view the last four digits of a customer's credit card.

• Modify Existing. Can edit existing payment information.

• Create New. Can create new payment methods for a customer.

Customer Billing History

• View. Can view customer's Billing History tab.

• View Detail. Can open invoices from the Billing History tab.

• Create New Payment. Can create new payments from the Billing History tab.

• Create New Charge. Can create new charges from the Billing History tab.

• Create New Standard Adjustment. Can create new standard adjustments from the Billing History tab.

• Create New Credit Note Adjustment. Can create new credit note adjustments from the Billing History tab.

• Delete Payments/Adjustments. Can delete payments and adjustments from the Billing History tab.

• Modify Payments/Adjustments. Can edit payments and adjustments from the Billing History tab.

• Modify Invoices. Can open and modify invoices from the Billing History tab.

Customer Notes

• View All. Can view all customer notes.

• Modify Existing. Can edit existing customer notes.

• Create New. Can create new customer notes.

Customer Document Links

• View. Can view all customer links.

• Create/Modify. Can create and modify all customer links.

• Delete. Can delete existing customer links.

Customer Alerts

• Edit. Provides users the ability to edit the alert details on the Detail tab of the Customer record.

• Allow Override of "Halt Job Creation". Enables users to create jobs for customers whose "Halt Job Creation" check box is selected.

Allocating Transactions

• Allocating Payments. Can apply payments to invoices in the Transaction dialog box.

• Allocate Standard Adjustments. Can apply a standard adjustment to invoices in the Transaction dialog box.

• Allocate Credit Note Adjustments. Can apply credit note adjustments to invoices in the Transaction dialog box.

Employee Details Main View

• View. Can open and view employee records.

• Modify Existing. Can edit existing employee records.

• Create New. Can add new employee records.

Employee Notes

• View. Can view employee notes.

• Modify Existing. Can edit existing employee notes.

• Create New. Can add new employee notes.

Employee Social Security

• View. Can view employee Social Security Numbers.

• Modify. Can edit and add employee Social Security Numbers.

Employee Payroll Setup

• View. Can access employees' Payroll Setup tab.

• Modify. Can edit and add employee payroll information.

Employee Payroll History

• View. Can access an employee's Payroll History tab.

• Modify. Can edit and add adjustments to employees' payroll history.

Employee Time Cards

• View. Can view time cards.

• Create/Modify. Can create and modify time cards.

Employee Bonus Commissions

• View. Can view bonus commissions.

• Create/Modify/Delete. Can create, modify, and/or delete bonus commissions.

• Pay. Can generate pay for bonus commissions.

Payroll Processing

• View/Calculate Paychecks. Can view and calculate paychecks.

• Create/Export Paychecks. Can create and export paychecks.

Job/Task Payroll

• View Amounts.

• Modify Amounts.

Employee Document Links

• View. Can view all employee links.

• Create/Modify. Can create and modify employee links.

• Delete. Can delete employee links.  

Feedback Wizard

• Run Wizard. Can run the Feedback Wizard.

Jobs/Schedule

• View. Can view job A unique occurrence of a service. The record of the specific service (which is created by a schedule) is called a Job Ticket. The term Job is customizable. For details, see the Defining Vocabulary section of the Implementation Manual., schedule A service plan for a customer. It contains all information about the services that will be provided to a customer. A schedule will create jobs depending on the services that need to be provided, creating, for example, multiple jobs for a recurring service. The term Schedule is customizable. For details, see the Defining Vocabulary section of the Implementation Manual., and project A job that consists of multiple visits or days of service. records.

• Modify Existing Jobs/Schedules. Can modify existing job A unique occurrence of a service. The record of the specific service (which is created by a schedule) is called a Job Ticket. The term Job is customizable. For details, see the Defining Vocabulary section of the Implementation Manual., schedule A service plan for a customer. It contains all information about the services that will be provided to a customer. A schedule will create jobs depending on the services that need to be provided, creating, for example, multiple jobs for a recurring service. The term Schedule is customizable. For details, see the Defining Vocabulary section of the Implementation Manual., and project A job that consists of multiple visits or days of service. records.

• Create New Jobs or Schedules. Can create new job A unique occurrence of a service. The record of the specific service (which is created by a schedule) is called a Job Ticket. The term Job is customizable. For details, see the Defining Vocabulary section of the Implementation Manual., schedule A service plan for a customer. It contains all information about the services that will be provided to a customer. A schedule will create jobs depending on the services that need to be provided, creating, for example, multiple jobs for a recurring service. The term Schedule is customizable. For details, see the Defining Vocabulary section of the Implementation Manual., and project A job that consists of multiple visits or days of service. records.

Dispatch Board

• View. Can open the Dispatch Board but not change anything.

• Modify. Can open and modify records on the Dispatch Board.  

• Create Views. Can create new Dispatch Board views.

• Delete Views. Can delete Dispatch Board views.

Estimates

• Recycle. Can send estimates to the Recycle Bin.

Team List

• View/Assign. Can open the Team List dialog box and assign employees to teams.

• Create/Rename/Set Active. Can create new teams, rename teams, and activate/deactivate teams.

Master Lists

• Services. Can open the Master Service List.

• Products. Can open the Master Product List.

• Kits. Can open the Master Kits list.

Job Completion

• View Pending Completion List. Can view the Completion and AutoComplete tabs of Office Duties.

• Run Completion Wizard. Can run the Completion Wizard and the Auto Complete feature.

• Run Team Check In. Can run the Team Check In feature.

• Modify Payments. Can add and edit existing payments in the Completion Wizard and Team Check In.

• Allocate Payments. Can assign payments to jobs in the Completion Wizard and Team Check In.

Pending Deposits

• View Pending Deposits. Can open and view the Deposits tab of Office Duties.

• Run Deposit Wizard. Can export a deposit.

• Change Bank Account. Can change a bank account in the Deposit Wizard.

Credit Card Processing

• View Pending Cards. Can view credit card payments in the CC Processing tab.

• Process Cards. Can process credit card payments.

• Skip Processing. Can delete credit card payments from the CC Processing tab.

Billing Center

• Run Billing Center. Can open the Billing Center.

Vendors

• View. Can view and open, but not edit, vendor records.

• Create/Modify. Can create new vendor records, and edit existing vendors.

• QB Link/Sync. Can integrate a vendor record with QuickBooks^®.

Purchase Orders

• View. Can view purchase orders.

• Create/Modify. Can create new purchase orders as well as edit existing ones.

• Approve. Can approve a purchase order.

• Send. Can send a purchase order.

• Receive. Can receive a purchase order.

• Receive Bill. Can receive the bill for a purchase order.

• Void. Can void out a purchase order.

QB Sales Export

• Run Wizard. Can export Invoices and A/R information to QuickBooks.

Call Center Quoting

• Run Call Center. Can open and run the Call Center.

Reports

• Customer. Can access and run the Customer reports.

• Scheduling. Can access and run the Scheduling reports.

• Employee. Can access and run the Employee reports.

• Financial. Can access and run the Financial reports.

• Quotes. Can access and run the Quotes/Estimates reports.

• Inventory. Can access and run the Products/Services reports.

• Modify Reports and Report List. Can access the report list and modify reports.

Web Access (if configured)

• Allow Mobile/Web Login. Enable the user to log in to ServiceCEO using a mobile device.

Web Charges (Product/Service)

• View. Can view charges via Mobile Tech.

• Modify. Can modify job charges via Mobile Tech.

• Create new. Can add new charges to a job via Mobile Tech.

• Delete. Can delete charges from a job via Mobile Tech.

Web Stock Assign

• Allow Modifying Inventory Assignment. Can alter inventory via Mobile Tech.

Web Invoice Notes

• View. Can view invoice notes via Mobile Tech.

• Modify. Can edit invoice notes via Mobile Tech.

Web Payments

• View Customer's Current Balance, Receive Payments. Can view customer balances and enter payments via Mobile Tech.

Web Payroll

• Modify My Time Card. User can edit their time card via Mobile Tech.

• Timestamp other Employees on Jobs. User can edit time cards for any employee via Mobile Tech.

Web Status Change

• Allow Job Status/Substatus Change. Can edit substatuses via Mobile Tech.

Audit Log

• View. Can view the Audit Log tabs.

Data Import

• Customer. Can import customers into ServiceCEO.

• Vendor Catalog/Master Products. Can import inventory vendor catalogs into ServiceCEO.

• Postal Code. Can import ZIP Codes A series of numbers added to an address to help deliver the mail in the United States. Known as Postal Code outside of the United States. into ServiceCEO.

Zone Manager

• Access. Can open and use the Zone Manager.

Campaigns

• Access. Can open and use Campaigns.