KEY         ✔ = View, Creation, Editing & Deletion          RO = Read Only

Prospects / Clients
Opportunities / JobsRO
Opportunities / Jobs via AppRORO
Estimates / QuotesRO
Estimates / Quotes via AppRORO
Activities / Attached Files
Activities via AppRORO
Purchase OrdersRO
Timesheet Entry via Browser
Timesheet Entry via App
Expense Entry / Approval via Browser
Expense Entry via App
Work Scheduling / Calendar BookingsRO
My Calendar Bookings
My Calendar Bookings via App
Management & Sales Dashboard
Personal Dashboard
Standard Reports
Run Preconfigured Reports
Data Viewer (drag and drop report writer)
Accounts System Integration
System Administration
Please Note: These are the access rights of each user type. User restrictions give more granular control over the features and data accessible to users.

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