Help Center
New to VisionScaper?
Start here
Help Center › Admin screens, field by field › Entitlements page: Plan matrix checkboxes (feature switches)
Entitlements page: Plan matrix checkboxes (feature switches)
Each on/off row of the Plan matrix, how to tick it for a plan, and what the built-in and not-built rows mean.
Where: Settings → VisionScaper Entitlements → Plan matrix. Administrators only. Switch rows hold one checkbox per plan, named ent[m][PLAN][ID] and labelled for screen readers “NAME on PLAN”.
The rows (24 rows x 4 plans = 96 checkboxes)
Same pattern in every plan column: tick = the plan has the feature. Shipped ticks are placeholders, not approved plan assignments; set your own.
| Row (exact on-screen name) | Id | Access | Cost | Plan key |
|---|---|---|---|---|
| AI Quoter | ai.quote_generation |
premium | high | ai |
| Custom intake questions | intake.custom_questions |
records | low | intake |
| Work gallery | profile.gallery |
records | low | gallery |
| Featured placement | profile.featured |
premium | low | featured |
| Calendar sync | scheduling.calendar_sync |
records | low | calendar_feed |
| Route Optimizer | scheduling.route_optimization |
premium | medium | route_optimizer |
| AI Receptionist | receptionist.agent |
premium | high | receptionist |
| Job costing & profitability | reports.profitability |
premium | low | job_costing |
| Text messages | messaging.sms |
records | medium | sms |
| Inbox tools | messaging.inbox_tools |
records | low | inbox_pro |
| Marketing campaigns & automations | automation.marketing |
records | medium | marketing |
| QuickBooks sync | integrations.quickbooks |
records | low | qbo |
| Vendor bills | finance.vendor_bills |
records | low | vendor_bills |
| Profit-and-loss & cash summary | reports.pnl |
records | low | pnl |
| Xero sync | integrations.xero |
premium | low | xero |
| Employee goals & reviews | team.reviews |
records | low | reviews |
| Customer financing | financing.consumer |
premium | low | financing |
| Card reader & Tap to Pay | payments.card_reader |
premium | low | card_reader |
| API & Zapier | api.access |
premium | low | api |
| Outside lead sources | leads.sources |
records | low | lead_sources |
| AI review replies | reviews.ai_replies |
premium | low | review_ai |
| Website chat | chat.widget |
premium | low | chat_widget |
| Inventory | inventory.manage |
records | low | inventory |
| Postcards | marketing.postcards |
premium | low | postcards |
Rows you cannot change
- Built-in (base) rows show “✓ all plans”. Examples: Invoices & payments, Calendar & scheduling, Time tracking & timesheets.
- Planned rows show “not built”: White-label customer portal, Multi-location, Custom workflows.
Steps
- Tick or untick the boxes you want.
- Fill Reason for this change (required).
- Press Save plan matrix.
- Confirm the green “Saved and written to the audit log.” and a “plan_value” line in the audit log ([entitlements-audit-log-and-recent-refusals]).
Tips
- A feature that costs money (cost high) should usually stay off lower plans.
- Marketing “campaigns” and the two marketing allowances are separate rows: the switch plus a monthly emails box and a monthly texts box.
- To give one customer a feature without changing the plan, use an override ([entitlements-account-override]).
If something goes wrong
- Your tick did not stick: the Reason was empty (the browser blocks the form) or another cell was refused. Read the red message.