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 | ✔ | |||||