How do I give my techs the service tabs?
- Open Company admin, then Who can do what, and pick the role.
- Under What they can see, the Service tabs group has a switch for Requests, Quote, Schedule, Jobs, Maintenance, Stock and Invoices. Turn on the ones this role needs.
- Dash, Calendar and Reports are one switch for both sides, in the Projects tabs above.
Worth knowing
A switch on one side never opens the other: turning on Quote for Service leaves the Projects Quote tab as it was.