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Service Management Software

• Scheduling
• Reporting
• Accounting

ProBusinessTools® User Security Management Software

Staff Security Roles Click to view

Staff Security Roles:

Setup security roles for different employee functions and job descriptions. Review what employees have what security roles. Changing a security role will automatically change the security for the employees’ setup to use that security roll.

Allow Staff Access
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Staff Software Security Access:

With staff security you can allow or restrict access to different tools and reports within the software. Restrict or give access to Sales Forms, Edit/View existing sales, Accounting, Inventory, Management Reporting, Download Ability, Force Appointment ability, rather they have Credit Card Processing ability. Almost any tool in the software can be turned on or off by security role or for an individual. If you give managers the ability to setup staff, they will only be able to grant access to tools that they themselves have access to.

Allow Staff Access Click to view

Data Security Access:

Tool access and Data access are solely separate security functions but work hand in hand to give precisely the control your staff needs. With our data access tools, you can start off by restricting what orders a security role or individual has rights to. You can restrict sales staff to only reviewing their own sales orders. You can restrict a store, regional, or district manager to only see data within their management area. You can restrict technicians and employees to only see orders that are assigned or scheduled to them. You can give call center personnel access to only access the software from within your network. You have the ability to setup an employee to access the software from home, on the road, or restrict them to only accessing the software while they are in your office or call center.

Installer Access
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Installer Access:

Control which technicians and service employees have access to edit orders, schedule their own appointments, control their own calendar, or simply view what orders are scheduled to them and rather or not they can print off paperwork or close out orders via a mobile or internet connection.


"As a company operating 24/7, and also being based outside of the U.S., we were concerned about the level of support we would receive, especially on a hosted platform. These concerns were short lived."
Vinay Joshi, IT Manager (Green Dot Limited)

"We have loved PBT since 2004. We can honestly say we would not be here without it. PBT has the ability to give your company the polished professional skills and appearance you need to succeed in today’s highly competitive environment."
Tim Bolin, Manager, (DigiStar Genesis)

"My company’s daily jobs cannot survive without ProBusinessTools. Since our business relies heavily on nationwide installation, we could not accept any jobs without this tool."
Ricki, General Manager, (PowerSat USA)

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Service Software for your Industry

Click here to view additional features of ProBusinessTools Software!

Sales and Tracking Software Reports and Dashboards Scheduling and Dispatching Software Technician Management Work Order Software Recurring Billing Inventory Management Accounting Software Mobile Applications

Take advantage of our free online demo, today! 877-583-3232

Anywhere there's an Internet connection our software is accessible - from the office, at home, or on the road.