Features Included in the V3 MVP Release.
GENERAL
- Login / Logout / Session Management
- Responsive UI Framework
- Terms & Conditions
- Privacy Policy
- User Permissions
- Home Screen
- Links to feedback form and help documentation on Home Screen
CUSTOMER MANAGEMENT
- Create Customer Wizard
- Manage Customers
- Customer List
- Customer Search
- Run / Manage Credit Reports
- Run ADT PreChecks
- Manage Customer Tags
- Apply Order Templates
- Manage Work Orders
- View Scheduled Appointments
- Manage Invoices / Recurring Invoices / Quotes / Credit Memos
- Manage Payment Methods
- Process / Manage Payments
- Manage Equipment
- Apply Equipment Packages
- Shell and Manage ADT Accounts
- Manage Notes / Tasks
- Manage Emergency Contacts / Agency Contacts
- View Log of Changes (History)
- Manage Files
- Manage All Customers’ Tasks
- Shell and Manage Alarm.com Accounts
CALENDAR
- View Personal Calendar
- View Calendar of All Technicians
- Manage Technician Appointments (via Work Orders)
- Drag and Drop to Rearrange Appointments
USER MANAGEMENT
- Create / Edit / Delete Users
- Restrict User Login
- Deactivate Users
- Manage Login Credentials
- Manage Employment Information
- View Log of Changes (History)
- Manage User Permissions
- Manage Notifications
- Manage Time Off
ADMINISTRATION
- Manage Global Settings
- Manage Office Locations
- Manage Tags
- Manage Equipment
- Manage Activation Fees
- Manage Contract Terms
- Manage Customer Cancellation Reasons
- Manage Dealer Numbers
- Manage Monthly Charges
- Manage Customer Warranties
- Manage Customer Order Templates
- Manage Form Defaults
- Publish Company Messages
- Manage Email / Invoice Settings
- Manage Equipment Packages
- Manage Interactive Services Providers
- Manage Monitoring Companies
- Manage Partner Companies
- Manage Partner Company Campaigns
- Manage Invoice Billable Items
- Manage Appointment Subtypes
INTEGRATIONS
