Please note: the use of "Owner" and "Admin" in this article refers to users with a primary role of SAAS Owner or SAAS Admin.
This account structure is a great choice for sales organizations that have contracted with multiple installers, either across their state, region, or the country.
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Characteristics of this model include:
Master Account
- All users will live within the master account.
- Owners and admins under this account can see and manage date from all accounts (both the master and each template).
- Owners within the master account can adjust the MissionControl settings of any template at any time.
- Billing is assessed on the master account only.
- Users will have the ability to select a template for the individual customer during customer creation/the initial proposal request.
- Each user will only have access to the customers they are assigned to, though the same permissions per user still exist (i.e. owners of a sub can view all data within the sub, but Sales Reps can only view their customers).
Template(s)
- Owners and admins under the master can request an additional template at any time, using our company updates form.
- Customers and customer data will be tied to the template selected during the customer creation.
- Templates can be customized via MissionControl by an owner of the master account. This includes equipment, color and logo, finance, adders, and more!
- Templates can be limited to only show up for customers in specific states, i.e. if a customer's address is in TX, and there are NV templates, the NV templates will not be an available option to select.
For further questions or to request a specific account structure, please reach out to your CSM or our Customer Support team.
Watch & Learn more about the Installer Template Model*
This company model was previously referred to as the "Sales Growth" model. The name has been changed, but the structure remains the same.