Office On The Go (CRM) User Access Levels

Control how your employees access and view your shop data.

Office On The Go (CRM) has added multi- access levels for employees.  Levels have been fixed according to most detailing industry standards.  Administrator, the individual who controls all employee's access throughout the entire system.  Office Manager, the individual who normally performs major office clerical functions and reporting.  Shop Manager,  the individual who manages the shop floor to ensure that all is functioning properly and to accomodate the detailers' needs and ensure work orders are completed on time.  Detailers,  perform the actual task of servicing the vehicle, in addition to posting the vehicles and services completed.

System Maintenance Access Levels
(Add/Update/Delete/List/View)

Administrator Access: 

Inventory
Vendors
Services Provided
Services Cost
Incidents
Vendor Type
Reminders
Clients Profile
Leads Manager
Schedule/Work Orders
Add/update/Delete/ListView

Note: Admin Assist has same access as the Administrator, except cannot alter anything in the employee database.

Office Manager Access:

Inventory
Vendors
Services Provided
Services Cost
Incidents
Vendor Type
Reminders
Clients Profile
Leads Manager
Schedule/Work Orders
Add/Update/List/View

Shop Manager Access:

Inventory
Vendors
Services Provided
Services Cost
Incidents Reports
Vendor Type
Reminders
Clients Profile
Schedule/Work Orders
Add/Update/List/View

Detailer Access:

Clients Profile
Vehicles
Services
Add/update/List/View 

Querying/Reporting available by Access Level

Administrator Access: 

Daily Work Order View
Company Profile
Client Master
Employee Master List
Performance View
Search Export Income
Search Export Expenses
Year-To-Date Services
Universal Vehicle Search
Client Phone Directory

Office Manager Access:

Daily Work Order View
Company Profile
Client Master
Employee Master List
Performance View
Search Export Income
Search Export Expenses
Year-To-Date Services
Universal Vehicle Search
Client Phone Directory

Shop Manager Access:

Daily Work Order View

Detailer Access:

Daily Work Order View

Address

e Systems Technologies
Havre de Grace, MD 21078
Phone: 410 429 0790

Contacts

EMAIL:
support@detailerscompanion.com
info@detailerscompanion.com

Links

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