Options let you activate tabs & options such as: Map, Sites, Comments, etc.

Click on "Configuration" (1)  from any screen and then "Options" (2).

Options and Permissions are divided into 5 tabs: 

System Functions Techniciens/Subcontractors Mobile Application Customers Security

Tab 1: System Function

• Jobs:
  • Mandatory job description: To create a job, a description must be entered. You can deactivate this function (default is ON)
  • Managers can Import Jobs :If enabled it allows Managers to import jobs (default is OFF)
  • Technician sees Jobs from his team : If a technician is part of a group/team, activating this option will allow him to view only his team members' Jobs in the Back office (default is OFF). Please note that technicians who are part of a group will be able to see all jobs.
• Job Reports:
  • Custom Headers and Logo for Reports: to configure a special header and logo for a given job report type (default is OFF).
  • Enable comments for job report items: if you want to allow Field Workers to add free comments on each item of the Job Report please activate (default is OFF)
  • Delete all signatures when the job is modified: by activating this option, signatures will automatically be deleted from your job report as soon as your technician modifies something. (See Signature Control)
• Scheduling:
  • (default is OFF) allows you to set up and schedule a Job (choice of technician and choice of dates) without it appearing on the mobile application. This Job status is colored Yellow
• Jobs Pool:
  • 3 options (default is OFF)
    - Just ACTIVATE to display the Job pool feature and its tab in the JOBS menu
    - ACTIVATE+ By default new job goes to the Job Pool
    - ACTIVATE+ Jobs created on Customer Portal goes to the Job Pool
• Customers:
  • Multiple Customer Sites: if you are dealing with customers who have multiple job locations activate this option (default is OFF)
  • Add Customer when creating a Job on a not referenced Customer:  If a customer doesn't already exist in the database it will be automatically added. (default is ON). If not activated your client shall only appear in the job's details.
  • WhatsApp Link: Synchroteam allows you to link on all your customer, site, equipment and job contact mobile numbers to their WhatsApp account. This will enable your managers and technicians to communicate with their contacts in a secure and instantaneous manner.
• Quotations/Invoices: create and visualize quotations or invoices (default is ON)
  • Only for administrators:so that managers do not have access to the invoicing section
  • Strict Invoicing: Strict invoicing enables you to prevent changes on invoices once they have been issued. If changes need to be made to the invoice, a credit note will automatically be created as well as a new Draft.
    
  • Invoice Job to another Customer: enables you to charge another account for one of clients.
• Map: to visualize Jobs, Technicians, Routes... (default is ON)
• Projects: enables you to link different jobs between one another or set a series of jobs and to keep track of them.
• Contracts:displays the tab and activates the Contract and Incidents functions.(default is OFF)
• Incidents:displays the Incidents item in the Contracts and Jobs menus. Can be activated without activating Contracts for the creation of incidents by linking them directly to Customers, Sites, Equipment and/or jobs.(default is OFF)
• Inventory Management:  Allows you to manage your inventory of parts and services (to activate this option, please submit your request to our support here).
• Time Tracking: allows you to decide on the number of minutes of inactivity (no job or payable activity in progress) after which technicians with the Time Tracking activated will be in Clock Out.

Tab 2: Techniciens/Subcontractors

• Jobs:
  • Add Job: if you wish to allow your Field workers to create Jobs for themselves or Jobs requests to the manager
  • Decline Job: if you wish to allow your Field workers to Decline Jobs
  • Reschedule Job: if you wish to allow your Field workers to Decline Jobs
  • Force default Job Report Template to be used: if checked when a Job is created by a technician on the Mobile application, this option forces the choice of the Report Template based on the once which is linked to the selected Job Type. If unchecked, the technician can create a Job using the Report template of his choice whatever the Job Type.

• Customers:
  • Show Customer List: Allows the technician to view all customers from their phone.

• Subcontractors Specific Permissions:
  • Add Job: if you wish to allow your Field workers to create Jobs for themselves or Jobs requests to the manager. Option only available if already activated on technicians.
  • Show Customer List: Allows the technician to view all customers from their phone.

• Scheduling:
  • Edit activities on Web Back-Office: allows you to block the creation and modification of activities on the Back Office for technicians while allowing them to access all their history. (default is OFF)
  • Edit Job Time on Web Back-Office: Disable to prevent Technicians from changing the actual dates and times of their interventions once they are completed. (INACTIVE by default)

• Invoicing:
  • Create or Update an Invoice or Quotation Allows the technician to create a quotes or invoices for their jobs.

• Inventory:
  • Hide pricing for Parts and Services

Inventory Management: The 3 options bellow will only appear if inventory management is enabled, these features allow each technician to manage their own stock of parts from the mobile application

• • Take Part from Depot/Vehicle
  • Send Part from Depot/Vehicle
  • Request Part from Depot/Vehicle

These features allow each technician to Manage their stock straight from the mobile application

Tab 3: Mobile Application

• Turn mobile functions ON or OFF:
  • Location tracking:  if you wish to track your Field workers through their mobile device using GPS capabilities. For legal reasons the Tracking must also be acknowledged and manually activated on the Mobile Device. You will then be able to see your technicians on the Map.

  • Capture Technician Signature: If you wish to display the technician signature in the back office and mobile app.

  • Capture Customer Signature:  If you wish to display the customer signature in the back office and mobile app.

  • Add Photos only from the Camera : which allows the technician to never store the pictures in the Gallery of his device.

• Job Actions that Trigger Synchronisation
  • Check the actions for which you want the synchronization to be triggered on the mobile device in order to automatically notify the back-office users. You can select actions between : Start, Suspend, Resume and End.

Tab 4: Customers

• What my customer can do on the Customer Portal:

Synchroteam provides you with a customer portal in order to show your customers what has been done and what is scheduled. Optionally, you can allow them to request a Job directly from the portal. You can automatically send Job reports to different categories of recipient:

• • Upload Attachments
  • Show Invoice / Quote
  • Display validated jobs only
  • Create Job Requests : The customer can create jobs through the customer portal (default is OFF)

Tab 5: Security

• Security :
  • Required Password Strength : this option allows you to set a level of complexity for your passwords: Medium, High or Maximum
  • Authentication Expiration on Mobile (days) : Allows to limit the validity period of the technicians’ session, and to force the technician to log back in regularly. (Daily, or every 7 days, etc…)
  • 2-factor Authentication: a security code will be sent by email (Administrator and Manager only)

Settings : Default Sender/Recipient:

This section enables you to preset email addresses for when you generate your job report PDF.

• Technician assigned: To the assigned technician’s email address
• Contact from a Job: To the email address that is given in the job's contact details
• Contact from a Client: To the email address that is given in the client's contact details
• Contact from a Site: To the email address that is given in the site's contact details
• From a Custom Field: To an email address defined in a Custom Field
• From a Job Report: An email address entered by a Field worker filling his Job report
• Custom: any email address that is written directly in this window

If you want your job reports to be sent automatically you can use Email and SMS notifications.