Module 7.07 Settings for showing/hiding options for workers and planners

By the end of this module, you'll be able to set the settings for workers and planners on your account to match your business needs.


MODULE 7 - ADMINS AND OWNERS - GLOBAL SETTINGS

7.7: Settings for showing/hiding options for workers and planners

Hide Prices

Users with the worker and planner rights can have the prices hidden globally and just enabled on any specific jobs or customers in the job or customer settings if needed.

With prices hidden, Workers and planners can still record payments by just recording an amount given to them in cash etc.

Hide Customer Notes

Similarly, customer notes can also be hidden from workers planners.

Show owing view

Lastly there's an option to show the owing view to workers and planners (who wouldn't ordinarily have this view) for example if they go out on a collection round to take payments.


Squeegee Status
2022