The different types of users

FlatRateNOW offers 3 different types of users:

  • Office User
  • Sales
  • Manager

The difference between these user types are:

 

Office User

The Office User is a complimentary user-type which offers 'Read-Only' to the following areas in FlatRateNOW Office:

  • Quotes
  • Quick Sale Templates
    • Both Quotes & Scratchpad
  • Preset Price Adjustment
  • Invoices
  • Payments
  • Users
    • Can create/edit users
  • Task Templates
    • Can view Task Templates
  • Scratchpads


The Office User does not have access to the following:

  • Quoting app
  • Dashboard
  • Configuration

 

Sales

The Sales user-type requires a 'premium' license and includes access to the Quoting App to develop, present and convert sales via the app.

Sales user can access the quoting app via:

  • Webapp (browser on computer/laptop
  • Tablet App
  • Phone App

The Sales user does not have access to the Office View

 

Manager

The Manager user-type requires a 'premium' license and has complete access to the entire FlatRateNOW system. This includes:

  • The Office View
    • All of the features
  • Quoting App
    • All of the features and all of the jobs

 

Both 'Sales' and 'Manager' user types count towards your total Subscription count. If you require additional 'Sales' or 'Manager' users you will need to increase the number of users available in your subscription.

 

If you are unsure what user-type you require for any of your employees or have any questions, please contact us on (02) 7202 6008 and we will be more than happy to assist.