| Permission Name | Associated Category | Purpose | Dependencies |
| Can Create Quotations | Quotations | Allows Users to create Quote work orders. Enables the Create Quote Work Order in the Work Orders tab | |
| Can Edit Quotations | Quotations | Allows Users to edit Quote work orders | |
| Can Specify Resource Markup | Quotations | ||
| Can View Quotation Details - Basic | Quotations | Allows User to view basic details of the selected quote on a work order in the portal and the application. | For the App: Can Add Quote Item, Can List Work Order Filters, Can Make and Receive Calls, Can Quick Search Work Order OR Can Manage Instant Work Order Lists, For the Portal: Can List Work Orders, Can View Portal Work Order Selection List |
| Can View Quotation Details - Detailed | Quotations | Allows User to view more details of the selected quote on a work order in the portal and the application. This includes the Mark-Up values/costs | For the App: Can Add Quote Item, Can List Work Order Filters, Can Make and Receive Calls, Can Quick Search Work Order OR Can Manage Instant Work Order Lists, For the Portal: Can List Work Orders, Can View Portal Work Order Selection List |
| Can View Quotation Summary | Quotations | Allows Users to view the Quotation Summary Screen |
Contact Us
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.