Role
Service advisor
Writes estimates and communicates with customers.
Planned
Where this role appears
4 of the studied industries list a matching role.
- Motor vehicle and parts dealers
- Auto service, repair and car wash
- Renewable energy and solar
- Securities, asset management and diversified financials
Planned catalog items that serve this role
- Work order (service/repair) TKT-0032
- Quote (cotización) TKT-0033
- Quote expiry & follow-up TKT-0034
- Quote to order conversion TKT-0035
- Table QR ordering (local) TBL-0020
- Item prep time MENU-0012
- Gratificación calculation helper EMP-0036
- CTS calculation helper EMP-0037
- EsSalud contribution helper EMP-0038
- AFP/ONP deduction helper EMP-0039
Permissions themes
- Give this role only the rights its job needs.
- Sensitive actions (voids, discounts, refunds, price edits) are normally approved by someone else.
- Every sensitive action should leave an audit entry.
All of this is planned. No app is released. See roles and permissions.