Permissions ^

Create permission groups that keep your users in the areas of the software they belong.

Users ^

Enter webuser accounts for your employees within Powercode

System Emails and Outbound Email^

Configure which triggers send emails to subscribers and users and customize the messaging.

Technician Schedules ^

Create the available users and time to schedule to in the Install Live View.

Job Templates ^

Setup the types of Installs or Services calls with durations that can be scheduled

Job Completion Templates ^

Build the completion templates that show when a technician has finished a job.

Acquire SSL Certificate for Customer Portal

A valid SSL Certificate prevents security warnings on the Customer Portal, which is where customers enter personal and payment information.

Tickets Settings ^ *

Setup the email connection to ticketing and the general behavior of tickets.

Tickets Templates *

Build out the templates for your tickets.

Customer Groups and Customer Tags *

Utilize the groups setting for subscriber accounts.

Customer Statuses  *

Use Powercode Statuses with Built in Logic or Create custom statuses for the sales pipeline and canceled accounts.

Equipment Probes and Equipment Notifiers *

Establish custom probes to monitor your equipment.