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Help Center › Admin screens, field by field › Entitlements page: how to read the plan matrix (feature registry)
Entitlements page: how to read the plan matrix (feature registry)
What each column, group heading, kind, cost and cell in the Plan matrix means, with the full list of 52 entries.
On this page
Where: Settings → VisionScaper Entitlements → Plan matrix. Administrators only. The matrix is the registry of every product capability, one row each, with one column per plan. The same values power the app, the website pricing feed and the server checks. There is no second copy: it reads and writes the settings on VisionScaper Plans.
Reading a row
- Group heading rows (shaded) split the list: Customers & Sales, Finance & Reports, Marketing & Growth, Schedule & Field, Team & Training, Design Studio, Settings & Integrations, and Planned (not available yet).
- First column, Entitlement: the bold name, then a grey sentence saying what it covers, then sometimes an extra note (for example that paid voice services are used and billed per minute).
- Second column, Id: a stable code like
scheduling.route_optimization(group.name), then a small line “kind – status – cost X”. - Plan columns: one per plan, headed with the plan’s current name. The cell shows one of four things:
- a checkbox for a switch (kind flag);
- a text box with a small unit (credits, minutes, GB…) for a number (kind limit or metered);
- “✓ all plans” for built-in features (kind base) that every subscriber has;
- “not built” for planned features that do not exist yet.
The kinds
| Kind | Meaning |
|---|---|
base |
Included for every subscriber. Cannot be changed. |
flag |
On or off per plan. |
limit |
A number per plan; unlimited = -1. |
metered |
A limit that is a monthly allowance counted in the ledger. |
planned |
Marketed or intended, not built; shows “not built” and is never sold as included. |
Status is “implemented” or “planned”. Cost (low, medium, high) is a hint of how much the feature costs you to run (paid image calls and voice services are high). It does not change any behaviour.
Full registry
Plan keys connect a row to the matching row on the Plans page.
| Id | On-screen name | Group | Kind | Plan key | Access | Cost |
|---|---|---|---|---|---|---|
crm.customers |
Customers | Customers & Sales | limit | clients |
records | low |
crm.leads |
Requests from homeowners | Customers & Sales | limit | leads_month |
records | low |
estimates.create |
Quotes & proposals | Customers & Sales | limit | quotes_month |
records | low |
ai.quote_generation |
AI Quoter | Customers & Sales | flag | ai |
premium | high |
invoices.manage |
Invoices & payments | Finance & Reports | base | – | records | low |
intake.custom_questions |
Custom intake questions | Customers & Sales | flag | intake |
records | low |
profile.gallery |
Work gallery | Marketing & Growth | flag | gallery |
records | low |
profile.featured |
Featured placement | Marketing & Growth | flag | featured |
premium | low |
scheduling.calendar |
Calendar & scheduling | Schedule & Field | base | – | records | low |
scheduling.calendar_sync |
Calendar sync | Schedule & Field | flag | calendar_feed |
records | low |
scheduling.route_optimization |
Route Optimizer | Schedule & Field | flag | route_optimizer |
premium | medium |
receptionist.agent |
AI Receptionist | Marketing & Growth | flag | receptionist |
premium | high |
receptionist.minutes |
AI Receptionist minutes | Marketing & Growth | limit | rcp_minutes_month |
premium | low |
employees.manage |
Field employees | Schedule & Field | limit | employees |
records | low |
crews.manage |
Crews | Schedule & Field | limit | crews |
records | low |
time_tracking.basic |
Time tracking & timesheets | Schedule & Field | base | – | records | low |
training.lms |
Training & certifications | Team & Training | base | – | records | low |
reports.profitability |
Job costing & profitability | Finance & Reports | flag | job_costing |
premium | low |
reports.operations |
Operations reports | Finance & Reports | base | – | records | low |
messaging.sms |
Text messages | Marketing & Growth | flag | sms |
records | medium |
messaging.inbox_tools |
Inbox tools | Customers & Sales | flag | inbox_pro |
records | low |
messaging.reminder_rules |
Automatic reminder rules | Marketing & Growth | limit | reminder_rules |
records | low |
messaging.quick_replies |
Saved quick replies | Marketing & Growth | limit | snippets |
records | low |
marketing.opportunities |
Marketing opportunities, review requests & reminders | Marketing & Growth | base | – | records | low |
automation.marketing |
Marketing campaigns & automations | Marketing & Growth | flag | marketing |
records | medium |
automation.marketing_emails |
Marketing emails per month | Marketing & Growth | metered | mkt_emails_month |
records | low |
automation.marketing_sms |
Marketing texts per month | Marketing & Growth | metered | mkt_sms_month |
records | medium |
ai.landscape_visualization |
AI pictures (credits) | Design Studio | metered | ai_credits |
premium | high |
design.plan_generator |
Landscape plans | Design Studio | metered | plans_month |
records | medium |
storage.extended |
Online storage | Settings & Integrations | limit | storage_gb |
records | medium |
integrations.quickbooks |
QuickBooks sync | Finance & Reports | flag | qbo |
records | low |
finance.vendor_bills |
Vendor bills | Finance & Reports | flag | vendor_bills |
records | low |
reports.pnl |
Profit-and-loss & cash summary | Finance & Reports | flag | pnl |
records | low |
integrations.xero |
Xero sync | Finance & Reports | flag | xero |
premium | low |
team.reviews |
Employee goals & reviews | Team & Training | flag | reviews |
records | low |
financing.consumer |
Customer financing | Finance & Reports | flag | financing |
premium | low |
payments.card_reader |
Card reader & Tap to Pay | Finance & Reports | flag | card_reader |
premium | low |
api.access |
API & Zapier | Settings & Integrations | flag | api |
premium | low |
leads.sources |
Outside lead sources | Customers & Sales | flag | lead_sources |
records | low |
reviews.ai_replies |
AI review replies | Marketing & Growth | flag | review_ai |
premium | low |
chat.widget |
Website chat | Marketing & Growth | flag | chat_widget |
premium | low |
inventory.manage |
Inventory | Schedule & Field | flag | inventory |
records | low |
marketing.postcards |
Postcards | Marketing & Growth | flag | postcards |
premium | low |
design.versions |
Design version history | Design Studio | base | – | records | low |
team.library |
Company library | Team & Training | base | – | records | low |
security.account |
Security | Settings & Integrations | base | – | records | low |
data.account_export |
Account data export & erase | Settings & Integrations | base | – | records | low |
automation.history |
Automation run history | Settings & Integrations | base | – | records | low |
api.rate |
API requests per hour | Settings & Integrations | limit | api_per_hour |
records | low |
portal.white_label |
White-label customer portal | Planned (not available yet) | planned | – | premium | low |
org.multi_location |
Multi-location | Planned (not available yet) | planned | – | premium | low |
workflows.custom |
Custom workflows | Planned (not available yet) | planned | – | premium | low |
Steps
- Scroll to the group you care about.
- Read the grey description and the Id line.
- Find the plan column. Edit as described in [entitlements-plan-matrix-switches] or [entitlements-plan-matrix-limits].
Tips
- Rows with access “premium” stop entirely when a plan lacks them; “records” rows only stop creating.
- Only flag, limit and metered rows can be edited.
If something goes wrong
- A row says “not built”: it cannot be turned on; the feature does not exist yet.
- A plan column heading looks different from before: you renamed the plan on the Plans page.