Check out the updated Prepare for Evolution section for the latest training schedules/recordings and support articles.

LXV | Updates and Releases
- System Status
- Enhancements
  - Evo Platform | Enhancements tracker
- Updates
  - Update | Van inventory management change (2024-09-02)
LXV | Morning Opening Procedures
- Sales Register [ Lightspeed]
  - LXV | Opening Register and Cash Float Before Trading
  - LXV | How to view History of Open/Close Register
- Van inventory check [ Lightspeed]
  - LXV | Checking Negative Van Inventory Before Dispatch
LXV | Sales to Payment
- Processing Job Invoices [Vital + Lightspeed]
- Lightspeed Promotions
- Retail Quotes [ Lightspeed Only]
  - LXV | How To Create Retail Quote in Lightspeed
  - LXV | How To Find Created Retail Quotes - Lightspeed
LXV | Prepare for Migration
Vital
Lightspeed
XERO
- Xero Franchise Partners & Finance Managers
- Xero Payroll Officer
- Xero Employee / Staff members
  - Xero Employees & access to Xero Me
- Xero fast track
  - Xero | Fast track | Finance Manager
- Xero Admin
Windcave
- Applying for Windcave
  - Windcave | How to Apply
  - Windcave | Migrating to Windcave
- Set-up Windcave
  - Windcave - how enable Wi-Fi on the terminal
  - Windcave | Setting up Windcave in Xero, Lightspeed and Vital
- Using Windcave
NetSuite | Employee Management
- Employee Self Service (ESS) Centre
NXS | Servicing and Scheduling
- Mobile App
Systems Updates and Releases
- General Updates
- Saturdays and Emergency Packs
  - System down | Business Continuity pack
- Past one-off issues
- Release Notes - 2024 February
  - NextService | Release 27 Feb 2024
Evo Platform | Admin / Integrations
- Integrations
  - Integrations | Overview
  - Integrations | Lightspeed/Xero - Inventory & COGS calculations
Agent Solutions
- PSC Related questions
  - First store opening (Mobile Only)

Vital | Roles Matrix

Lisette Wingelaar

Modified on: Mon, 10 Jun, 2024 at 5:14 PM

Matrix of roles for Vital.

Vital
		Franchise Partner	Scheduler	Admin Technician	Technician
		Vital Portal		Vital Mobile App
OPERATIONS	Note
Dashboard > Analytics		✔	✔
Dashboard > Finance		✔
Contacts	Technician: Only assigned contacts	✔	✔	✔
Pools	Technician: Only assigned pools	✔	✔	✔
Lab	Mobile App: Water test on jobs	✔	✔	✔	✔
Quotes		✔	✔	✔	✔
Jobs		✔	✔	✔
Invoicing		✔	✔	✔
Products	Read only	✔	✔
SMS		✔
SETUP
My Business		✔
Plan & Payment		✔
Quotes		✔
Jobs		✔
Batch Billing		✔
Data cleaning		✔
Tags		✔
Integrations		✔
Functional permissions
Quotes: Delete quotes		✔		✔
Jobs: Invoice jobs		✔	✔	✔
Jobs: Reschedule jobs		✔	✔	✔
Jobs: Delete jobs		✔	✔	✔
Products: View product prices		✔	✔	✔
Invoices: Export invoices		✔
Invoices: Delete invoices		✔
Contacts: Export contacts		✔
Pools: Export pools		✔