Guide · 367 answers

How YourCA works, step by step.

How do I give my techs the service tabs?

  1. Open Company admin, then Who can do what, and pick the role.
  2. 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.
  3. 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.