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Quotes & Invoicing

Who Sees Prices

Prices, costs and invoices are hidden from your engineers unless you switch on See prices and costs for them.

What It Does

Each team member has a See prices and costs switch on their Permissions tab, on for administrators and managers and off for technicians. With it off, they still record the labour and parts they use, on the job and in the app, but see no prices, totals or invoices anywhere.

With it on, you choose whether they can view, edit or fully manage quotes and invoices. The server leaves the money out for anyone without the switch, so it is never just hidden on screen.

  • Off for technicians by default
  • Engineers still record what they use
  • View, edit or full access to quotes and invoices
  • Enforced by the server, not just the screen

What It Solves

Engineers need to record what they used, but margins and customer prices are the office's business. Controlling who sees money, per person, keeps it that way without a separate system for the office.

Works Hand in Hand With

Try Who Sees Prices With Your Own Team.

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