Access Control Reference Sheet

Summary

The Access Controls system provides User access and permissions in the Operations web app and mobile applications. They allow specific actions and features to be enabled or disabled for each user.

Customer Access Control Profiles

Custom sets of permissions can be grouped and reused across multiple users.

These custom groupings are called Access Control Profiles. To build these profiles, navigate to:

Admin > Preferences > Office Settings > Access Control Profiles

Select the +Access Control Profiles button. Name the new profile, select the individual Access Controls as desired, and select Save. The new profile will appear in the Custom Profiles dropdown menu on the User Card > Access Controls tab.

Assigning a Profile to a User

Once a User Profile is created in the Access Control Profile preference, it may assign the custom set of Access Controls to a new or existing User.

Navigate to the User Cards at Admin > User. Edit an existing User or add a new User with the +User button, then choose the Access Control tab on the card.

To assign an Access Control Profile, select the desired profile from the dropdown menu at the top. The pre-assigned controls will be selected and grayed out. Selecting Save will assign the controls from the profile to the user. Individual Access Controls cannot be changed when a profile has been assigned.

Access Controls: ADMIN

If no Access Control Profile is assigned to the User, then individual Access Controls may be assigned as follows:

Administrator

• PORTALS: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Delete Account
• Merge Account
• View Teams/Departments
• View Office Preferences
• View Office Billing
• Edit Time Sheets
• View Customer Stars on PestRoutes Sales from Closest to Map Center
• Save Office or Global Customer Report/Saved Filters
• Delete Other Documents from PestRoutes Tech and FieldRoutes
• Override or Update Cancellation Dates
• Merge Chemicals
• Service Types and Employees
•  Edit Other Timesheets
•  Unlock Other Appointments
• Delete Tasks
• Edit Saved Reports

Admin Messages

• PORTALS: Operations Web-app | PestRoutes Sales
• Create Admin messages – Day Notes/Alerts (Web Application)
• Office Messages (PestRoutes Sales | FieldRoutes Mobile)

Adjust Preferences

• PORTALS: Operations Web-app
• Access to and ability to adjust preferences in the web application.

Edit Two-Factor Settings

• PORTALS: Operations Web | FieldRoutes Mobile
• Permission to enable/disable two-factor authentication for offices, user groups, and individual users.

Select Save when finished editing the access controls.

Access Controls: SCHEDULING

View Own Routes

• PLATFORM: Operations Web | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• View Own Routes
• View Job Pool
• View Route Builder
• View Visual Routing
• View Intelligent Routing
• View Route Assigner
• Access Route Templates

View Other’s Routes

• PLATFORM: Operations Web | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• View Other’s Routes
• Display Schedule Screen in FieldRoutes Mobile
• View any route they have access to on a map via the Schedule screen (FieldRoutes Mobile)
• Note: If assigned as an additional tech WITHOUT View Other’s Routes, only see the assigned routes as additional tech.

Edit Own Routes

• PLATFORM: Operations Web
• Edit Own Routes
• Access Route Templates
• View Route Builder
• View Visual Routing
• Assign Pre-Built Route
• Move Entire Route
• Edit Groups
• Add Group

Edit Other’s Routes

• PLATFORM: Operations Web
• Edit Other’s Routes

Create Routes

• PLATFORM: Operations Web
• Add Route

Delete Routes

• PLATFORM: Operations Web
• Delete Route

Lock/Unlock Routes

• PLATFORM: Operations Web
• Lock Route
• Unlock Route

Schedule on Locked Routes

• PLATFORM: Operations Web | PestRoutes Sales | FieldRoutes Mobile 
• Schedule appointments on Locked Routes

Schedule Appointments

• PLATFORM: Operations Web | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• View Job Pool
• View Intelligent Routing
• View Route Assigner
• Schedule Appointments
• Assign Pre-built Route
• Optimize Routes

Cancel Own Appointments

• PLATFORM: Operations Web | PestRoutes Sales
• Cancel Own Appointments Scheduled

Edit Other’s Appointments

• PLATFORM: Operations Web | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Edit appointments scheduled by other employees
• Cancel appointments scheduled by other employees
• Move appointments scheduled by other employees
• Reschedule appointments
• Assign Pre-built Route
• Move an Entire Route
• Delete Route
• View Other Technician’s Routes in Mobile Apps

Unlock Other’s Appointments

• PLATFORM: Operations Web
• Unlock appointments locked by other employees

Intelligent Routing

• PLATFORM: Operations Web
• View Route Builder
• View Fill Routes
• View Visual Grouping
• View Intelligent Routing
• Optimize Routes
• Assign Pre-built Routes

Assign Map Pages

• PLATFORM: Operations Web
• Edit and assign map pages

View Production Value

• PLATFORM: PestRoutes Tech | FieldRoutes Mobile
• Allow the Technician to see the production value of the job

Use Structures/Trend Reporting (Note: Additional Fee Required)

• PLATFORM: Operations Web | PestRoutes Tech | FieldRoutes Mobile
• Allow Technician to add/edit Structures to account.

Create/Edit Route Templates

• PLATFORM: Operations Web-app
• Edit and assign Route Templates.

Select Save when finished editing the access controls.

Access Controls: Users

View Users

• PLATFORM: Operations Web-app
• View Office Staff list

Add Users

• PLATFORM: Operations Web-app
• Add Office Staff

Edit Users

• PLATFORM: Operations Web-app
• Add Office Staff

View Techs

• PLATFORM: Operations Web-app | PestRoutes Tech | FieldRoutes Mobile
• View Technicians list

Add  Techs

• PLATFORM: Operations Web-app | PestRoutes Tech | FieldRoutes Mobile
• Add Technicians

Edit Techs

• PLATFORM: Operations Web-app | PestRoutes Tech | FieldRoutes Mobile
• Edit Technicians

View Sales Reps

• PLATFORM: Operations Web-app | PestRoutes Sales
• View Sales Reps list

Add Sales Reps

• PLATFORM: Operations Web-app | PestRoutes Sales
• Add Sales Reps

Edit Sales Reps

• PLATFORM: Operations Web-app | PestRoutes Sales
• Edit Sales Reps

View Own Time Sheet

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• View the Time Sheet for self

View Other Time Sheets

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• View the Time Sheets of other Users

Edit Own Timesheet

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Edit Time Sheet for self

Edit Other Time Sheets

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Edit Time Sheets for other Users

Override Time Clock Restrictions

• PLATFORM: Operations Web-app | PestRoutes Tech | FieldRoutes Mobile
• Disable restrictions to Time Clock Settings and Categories

Rep Spy (Mobile)

• PLATFORM: PestRoutes Sales | FieldRoutes Mobile 
• Enable User to track positions of other Sales Reps in PestRoutes Sales

Edit Teams

• PLATFORM: Operations Web-app
• Allows User to create and edit Teams under the Admin tab

View Employee Financial Settings

• PLATFORM: Operations Web-app
• Allows User to view Employee Commission Rates

Edit Employee Financial Settings

• PLATFORM: Operations Web-app
• Allows User to edit Employee Commission Rates

View Sales Reps

• PLATFORM: Operations Web-app | PestRoutes Sales
• View Sales Reps list

Add / Edit Sales Reps

• PLATFORM: Operations Web-app | PestRoutes Sales
• Add and Edit Sales Reps

View Own Time Sheet

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• View the Time Sheet for self

View Other Time Sheets

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• View the Time Sheets of other Users

Edit Own Timesheet

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Edit Time Sheet for self

Edit Other Time Sheets

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Edit Time Sheets for other Users

Override Time Clock Restrictions

• PLATFORM: Operations Web-app | PestRoutes Tech | FieldRoutes Mobile
• Disable restrictions to Time Clock Settings and Categories

Rep Spy (Mobile)

• PLATFORM: PestRoutes Sales
• Enable User to track positions of other Sales Reps in PestRoutes Sales

Edit Teams

• PLATFORM: Operations Web-app
• Allows User to create and edit Teams under the Admin tab

View Employee Financial Settings

• PLATFORM: Operations Web-app
• Allows User to view Employee Commission Rates

Edit Employee Financial Settings

• PLATFORM: Operations Web-app
• Allows User to edit Employee Commission Rates

Select Save when finished editing the access controls.

Access Controls: TASKS & ALERTS

View Own Tasks

• PLATFORM: Operations Web-app
• View list of Tasks assigned to self

View Other Tasks

• PLATFORM: Operations Web-app
• View list of Tasks assigned to other Users

Edit Own Tasks

• PLATFORM: Operations Web-app
• Edit Tasks assigned to self

Edit Other Tasks

• PLATFORM: Operations Web-app
• Edit Tasks assigned to other Users

View Alerts

• PLATFORM: Operations Web-app
• View Alerts list

Select Save when finished editing the access controls.

Access Controls: TRANSACTIONS

View Transactions

• PLATFORM: Operations Web-app
• View AutoPay
• View Accounts with Balances
• View Payment Reports
• View Billing Reports
• View Billing Section
• Add / Edit Invoices, Prices, and Items
• Create Invoices
• Add Fees

Add Charges

• PLATFORM: Operations Web-app | PestRoutes Tech | FieldRoutes Mobile
• Edit Ticket Item Prices
• Add Ticket Items and Add-ons

Apply Payments

• PLATFORM: Operations Web-app | PestRoutes Tech | FieldRoutes Mobile
• Add Payments or Run Batch Charge
• Redistribute Payments

Edit Transactions

• PLATFORM: Operations Web-app
• Edit Transactions

Refund Payments

• PLATFORM: Operations Web-app
• Refund Payments
• Remove Payments

Delete Invoices

• PLATFORM: Operations Web-app
• Delete Invoices

Create Coupon

• PLATFORM: Operations Web-app
• Create a Payment Coupon

Negative Charges

• PLATFORM: Operations Web-app
• Include items with negative charges 

Complete Appointment when Period is Locked

• PLATFORM: Operations Web-app
• Allows User to Complete Appointments in Periods Already Locked in Admin > Preferences > Office Settings > Preferences > Month Closing

Select Save when finished editing the access controls.

Access Control: ACCOUNT

Create Customers

• PLATFORM: Operations Web-app | PestRoutes Sales
• Create new Customers

View Own Customers

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• View User’s own Customers
• View User’s Customers they sold to
• View Customers on assigned routes, and where a tech is listed an Additional Tech
• View / Import Customer Locations
• View Customers Linked to User’s own Customers
• View Customer Data Import
• Open User’s own Customer Cards 

Edit Own Customers

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Edit User’s own Customer Locations
• Edit Linked Customers of User’s own Customers
• Edit Customer Data of User’s own Customers
• Edit Information of User’s own Customers
• Add / Edit Subscriptions of User’s own Customers
• View Documents of User’s own Customers
• Edit Flags of User’s own Customers
• Link Properties to User’s own Customers
• De-active the Account of User’s own Customers

View Other Customers

• PLATFORM: Web Application | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• View / Import other User’s Customer Locations
• View Other Users’ Linked Customers
• View Customer Data Import
• View Documents of Other Users’ Customers
• Open Other User’s Customer Cards

Edit Other Customers

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Edit Other Users’ Customer Locations
• Edit Linked Customers of other Users’ Customers
• Edit Customer Data of other Users’ Customers
• Edit Information of other Users’ Customers
• Add / Edit Subscriptions of other Users’ Customers
• View Documents of other Users’ Customers
• Edit Flags of other Users’ Customers
• Link Properties to other Users’ Customers
• De-active the Account of other Users’ Customers

Freeze / Unfreeze Customers

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Freeze and re-activate Customer Accounts

Move Customers

• PLATFORM: Operations Web-app
• Move Customer Account

Remove Customers

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile 
• Delete Customer Accounts, which cannot be overridden by Edit Customers access.

Edit Red Notes

• PLATFORM: Operations Web-app
• Edit Notes marked as Red Notes

Select Save when finished editing the access controls.

Access Controls: SUBSCRIPTIONS

Edit Cancellation Date/Reasons

• PLATFORM: Operations Web-app
• Edit Customer Cancellation Date
• Edit Subscription Cancellation Date

Freeze/Unfreeze Subscriptions

• PLATFORM: Operations Web-app
• Freeze and Re-activate Subscriptions

View Own Subscriptions

• PLATFORM: Operations Web-app
• View Subscriptions on User’s Own Customer Cards

Edit Own Subscriptions

• PLATFORM: Operations Web-app
• Edit Subscriptions on User’s Own Customer Cards

View Other Subscriptions

• PLATFORM: Operations Web-app
• View Subscriptions on other Users’ Customer Cards

Edit Other Subscriptions

• PLATFORM: Operations Web-app
• Edit Subscriptions on other Users’ Customer Cards

Can Access Sentricon

• PLATFORM: Operations Web-app
• Access the Sentricon Portal (Sentricon Only)

Edit Subscription After Agreement Signed

• PLATFORM: Operations Web-app 
• Edit the subscription after the agreement is signed.

Edit Subscription After Completed Services

• PLATFORM: Operations Web-app 
• Edit the subscription after Services are completed.

Create Discounts

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• Create Discounts in Service Related > Discounts.

Edit Discounts

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• Create Discounts created in Service Related > Discounts.

Select Save when finished editing the access controls.

Access Controls: Sales

Edit Own Sales Rep

• PLATFORM: Operations Web-app
• Change Sales Rep on own Customer's subscriptions.

Edit Other Sales Rep

• PLATFORM: Operations Web-app
• Change Sales Rep on other rep's Customer's subscriptions.

View Leaderboards of All Offices

• PLATFORM: Operations Web-app | PestRoutes Sales | FieldRoutes Mobile
• View Leaderboards of all offices.

Create Customers on Mobile

• PLATFORM: PestRoutes Sales | FieldRoutes Mobile
• Add and Edit Customers on Mobile for an additional cost.

Create Competitions

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• Create Sales Competitions.

Edit other Competitions

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• Edit Sales Competitions created by other users.

Edit own Competitions

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• Edit Sales Competitions created by the user.

Remove Other Competitions

• PLATFORM: Operations Web-app  | FieldRoutes Mobile 
• Remove Sales Competitions created by other users.

Remove Own Competitions

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• Remove Sales Competitions created by the user.

View All Competitions

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• View all Sales Competitions.

Select Save when finished editing the access controls.

Access Controls: LEADS

View Own Leads

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• View the Leads tab on the User’s own Customer Cards
• View own Leadson FieldRoutes Mobile 

Edit Own Leads

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• Edit the Leads on the User’s own Customer Cards
• Edit own Leadson FieldRoutes Mobile 

View Other Leads

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• View the Leads tab on other Users’ Customer Cards
• View other user's Leadson FieldRoutes Mobile 

Edit Other Leads

• PLATFORM: Operations Web-app | FieldRoutes Mobile 
• Edit the Leads on other Users’ Customer Cards
• Edit other user's Leadson FieldRoutes Mobile 

Select Save when finished editing the access controls.

Access Controls: BILLING

Assign Billing Account

• PLATFORM: Operations Web-app
• Assign Common Bill-to of Customer to another account

View Own Billing

• PLATFORM: Operations Web-app
• View the Billing tab of User’s own Customer Cards

Edit Own Billing

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Edit or delete Cards or Bank Accounts on own Customer Cards

Add Own Billing

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Add a Card or Bank Account on own Customer Cards

View Other Billing

• PLATFORM: Operations Web-app
• View the Billing tab of other Users’ Customer Cards

Edit Other Billing

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Edit or delete Cards or Bank Accounts on other User’s Customer Cards

Add Other Billing

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Add a Card or Bank Account on other Users’ Customer Cards

Approve Forms

• PLATFORM: Operations Web-app
• Approve forms sent from Reporting section

Select Save when finished editing the access controls.

Access Controls: PRICING

View Own Invoices

• PLATFORM: Operations Web-app
• View Invoices on User’s own Customer Cards

View Other Invoices

• PLATFORM: Operations Web-app
• View Invoices on other Users’ Customer Cards 

Edit Taxable

• PLATFORM: Operations Web-app | PestRoutes Sales | PestRoutes Tech | FieldRoutes Mobile
• Change the taxable status of Invoices / Subscriptions Recurring Ticket from Default

Hide Commercial Price on Mobile

• PLATFORM: PestRoutes Tech | FieldRoutes Mobile
• Hide pricing on Commercial Customers on the Mobile apps

Hide Residential Price on Mobile

• PLATFORM: PestRoutes Tech | FieldRoutes Mobile
• Hide pricing on Residential Customers on the Mobile apps

Ignore Min Initial Charge

• PLATFORM: Operations Web-app | PestRoutes Sales
• User may bypass default Minimum Initial Charge from the Service Type Preference

Ignore Min Recurring Charge

• PLATFORM: Operations Web-app | PestRoutes Sales
• User may bypass the default Minimum Recurring Charge from the Service Type Preference

Ignore Min Contract Value

• PLATFORM: Operations Web-app | PestRoutes Sales
• User may bypass the default Minimum Contract Value from the Service Type Preference

Select Save when finished editing the access controls.

Access Controls: REPORTS

View Sales Overview

• PLATFORM: Operations Web-app | PestRoutes Sales | FieldRoutes Mobile
• View Totals from the Sales Report
• View Sales Leaderboard

View Sales Details

• PLATFORM: Operations Web-app | PestRoutes Sales
• View specific Sales Report Details

View Office Reports

• PLATFORM: Operations Web-app
• View Inventory Tracker
• View Logs
• View Locations
• View Office Reports
• View Route Summary Report
• View Tech Reports

View Custom Reports

• PLATFORM: Operations Web-app
• View Custom Reports

View Customer Report

• PLATFORM: Operations Web-app
• View the Customer Report

View Dashboard

• PLATFORM: Operations Web-app
• View Dashboard Widgets 

View Sales Leaderboard Revenue

• PLATFORM: PestRoutes Sales
• View Revenue Fields on Sales Leaderboard and Baseball Card

Service Notification Approval

• PLATFORM: Operations Web-app
• View and Approve Service Notifications on the Service Notification Approval report

Add/Remove Flags

• PLATFORM: Operations Web-app 
• Add and Remove Customer Flags through the reports. 

Freeze Accounts/Subscriptions

• PLATFORM: Operations Web-app
• Freeze Accounts and Subscriptions through the reports. 

Send Message

• PLATFORM: Operations Web-app
• Send Customer messages through the reports.

Update Subscription Price

• PLATFORM: Operations Web-app
• Update the Subscription price

View AutoPay Balances Report

• PLATFORM: Operations Web-app
• View the AutoPay Balances Report.

Create/Edit Saved Reports

• PLATFORM: Operations Web-app
• Create and edit saved reports.

Update Preferred Technician

• PLATFORM: Operations Web-app
• Bulk update Preferred Technicians and roll back bulk Preferred Tech updates on the Customer Report.

View Disbursements Report

• PLATFORM: Operations Web-app (FieldRoutes Payments Customers Only)
• View the Disbursements Report (FR Payments only)

Financial Report

• PLATFORM: Operations Web-app
• View Billing by Service Type
• View Payments by Service Type
• View Forecast Report
• View Tech Collections
• View Sales Collections

AutoPay Balances

• PLATFORM: Operations Web-app
• View the AutoPay Balances tab.
• Actions include export, change Charging and Action values for customers, update Actions, and run Batch Charge

Accounts Receivable

• PLATFORM: Operations Web-app
• View the Accounts Receivable tab.
• Actions include export, change ‘Sending/Don’t Send’ option for customers, use Actions button, use Toggle Actions button.

 Accounts with Credits

• PLATFORM: Operations Web-app
• View Accounts with Credits tab
• Actions include change ‘Sending’ values for customers, use Actions button, use Toggle Actions button.

 Payment History

• PLATFORM: Operations Web-app
• View Payment History tab, change filters, run (refresh) report, search within the report
• Actions include export

Consolidated Invoices

• PLATFORM: Operations Web-app
• View Consolidated Invoices tab
• Actions include select, unselect, select all Customer/Invoices, and use the Actions button

 Collections

• PLATFORM: Operations Web-app
• View Collections tab, change filters, run (refresh) report, and search within the report
• Actions include select, unselect, select all customers, and use the ‘actions’ button

Disbursements

• PLATFORM: Operations Web-app (FieldRoutes Payments Customers Only)
• View Disbursements tab, change filters, run (refresh) report, click into date tiles, View summary, and View detailed view
• Actions include export to Excel spreadsheet.

 Managed Stored Cards

• PLATFORM: Operations Web-app
• View Managed Stored Cards tab, change filters, run (refresh) report, and search within the report
• Actions include select, unselect, select all customers/cards, and use the Actions button

 Payment Batches

• PLATFORM: Operations Web-app
• View the Payment Batches tab, change filters, and run (refresh) report.
• Payment Batches Actions include import lockbox batch, close batch, add payments, finalize and post payments, and export excel
• View the Prepayments tab, change filters, run (refresh) report, search within the report
• Prepayments Actions include add payments, finalize and post payments

 Select Save when finished editing the access controls.

Access Controls: CA WDO

Edit Work Complete Reports

• PLATFORM: Operations Web-app
• Edit the Work Complete / Not Complete reports in WDO reports

Edit Completed CA WDO Reports

• PLATFORM: Operations Web-app
• Edit CA WDO reports in Completed status

Select Save when finished editing the access controls.

Access Controls: Quick Books Integration

Unlike other Access Controls, these controls are exclusive to the users with QuickBooks Integration.

• Edit Quickbook Features: Use the QuickBooks integration tools and be able to see the QuickBooks Integration menu.

Select Save when finished editing the access controls.

Access Controls: Estimation Tool

• View Estimations: The Users can see estimations in the Property Estimation Tool.
• Add & Update Estimations:The Users can add & update estimations in the Property Estimation Tool. 

Select Save when finished editing the access controls.

Access Controls: WIDGETS

Unlike other Access Controls, these controls are exclusive to the Operations Web-app Dashboard. These determine which Widgets are visible.

Active Customers

• Categorizes currently active Customers into:
  1. Active Recurring Customers
  2. Potential Customers
  3. Active NON-Recurring Customers

Active Subscriptions

• Shows the breakdown of recurring Subscriptions by Service Type

Cancellation Reasons

• Shows the reasons why Customers are canceling their recurring Subscriptions

Monthly Services

• Displays all Customers with Services due within the current month, divided into:
  1. Overdue Subscriptions
  2. Unscheduled Subscriptions
  3. Scheduled Subscriptions
  4. Completed Appointments

Technician Ratings

• View Technician customer ratings over a given period

Collections Percentage

• Shows effective payment collection percentage within a given period

Completion Percentage

• Shows the Completion percentage of all scheduled Appointmentsin a period under three categories:
  1. Serviced
  2. Pending
  3. Not Serviced

Stops Per Route

• Shows the total and average number of Appointments on Routes

AutoPay Percentage

• Shows the percentage of active Customers set up for AutoPay

Receivables Aging

• Shows the total Revenue owed separated by the age of the balance

Payment Types

• Shows the total Revenue collected over a designated period separated by Payment Type

Average Rates

• Shows the average recurring ticket Charge for each Service Type

Average Contract Values

• Shows the average yearly Contract Value for each Service Type

Average Customer Age

• Shows how long Customers have been active

Subscription Sources

• Shows the percentage of Subscriptions generated from each Source

Frozen with Account

• Shows the number of frozen Customers with a valid Method of Payment stored to prevent payment processors from continuing to charge fees on these MOPs

Recurring Billing

• Shows the Revenue generated for Subscriptions set up for Recurring Billing

Debit Balance

• Compares the total balance of active Customers and the Revenue generated within the previous 30 days

Revenue by Service

• Provides a summary of all Revenue generated by each Service Type in a selected period

Revenue by Month

• Provides a summary of monthly Revenue generated compared to the total and average Revenue of a selected period

Recurring Annual Revenue

• Shows the amount of Revenue generated for Recurring Annual services.

Subscribed Meas. SF

• Shows the total service types, subscribed measured square feet, total measured active square feet, inactive measured square feat, and the total inactive measured square feet.

Subscribed Meas. LF

• Shows the completed services and completed measured measurements in square feet.

Subscribed Meas. SF

• Shows the total service types, subscribed measured square feet, total measured active square feet, inactive measured linear feat, and the total inactive measured linear feet.

Completed Meas. SF

• Shows the completed services and completed measured measurements in linear feet.

Select Save when finished editing the access controls.

Access Controls: Area Management

These controls are exclusive to the Area Management tool in the Sales tab of the Web application and the Area Management tool in the Maps Tab in the Mobile App.

• View Assignment Layers:
  • PLATFORM: Operations Web-app, FieldRoutes Mobile App
  • View where different Sales reps are assigned to regions the Assignment Layers. When disabled, the user will only see the areas they are assigned to.
• Edit Any Assignment Region: Make changes to any assignment Layers, including regions the user did not create or was not assigned to.
• View Reporting Layers: View reporting Layers in the Area Management Tool. 
• Edit Own Reporting Regions: Edit own reporting region or reporting regions the user created.
• Edit Other Reporting Regions: Edit other users' reporting regions or ones created by other users. 
• View Door Knock System Layer:View theDoor Knock/Pins System Layer.
• View Customer System Layer: Hide/Show Active and Inactive Customer filter and results in the Customer System Layer. 

Select Save when finished editing the access controls.

Access Controls: FieldRoutes

Unlike other Access Controls, these controls are exclusive to the FieldRoutes Mobile app.

• View Feedback: Allows the Technician to view feedback in the FieldRoutes Mobile App.

Select Save when finished editing the access controls.