The right view for the job
A tech sees the address, the history on that unit, and the parts. A manager sees the crew and the schedule. You see the money. Everyone gets a cleaner screen out of it, which is the part people do not expect.
Access Control
The tech sees his job. You see all of it.The margins stay with you.
Pricing, customer lists, and job history are the things a business gets hurt by when they walk out the door. We scope who sees what by role, so the crew gets everything they need to do the work and the numbers stay where they belong.
Who sees what
Three roles, one switch to turn someone off, and a record of both.
Access ends with the job
Turning off one person is one action, not a Saturday spent remembering which six tools they had a login for and which customer list they exported in March.
Who looked at what
On the systems where it matters, you can see who accessed which records and when. It is one of those things that is worth nothing until the week it is worth everything.
Frequently Asked Questions
Is this only worth doing for bigger shops?
No. It matters the first time a tech leaves with a customer list, and that happens to two-truck shops as often as it happens to twenty-truck ones.
Does locking things down slow my crew down?
It usually does the opposite. Most crews are slowed down by having too much on the screen rather than too little, so scoping the view tends to make the phone faster to use in a crawlspace.
Can I change somebody's access myself?
Yes, and we show you how during rollout. You should never have to wait on us to lock somebody out on a Friday night.
Decide who sees the numbers
Tell us who is on your team and what each of them actually needs open to do the work. The roles usually write themselves from there in about twenty minutes.