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Help Center › Admin screens, field by field › Plans page: the feature switch rows (checkboxes per plan)
Plans page: the feature switch rows (checkboxes per plan)
Every on/off feature row in the plan table, what each switch turns on, and how to set it.
On this page
Where: Settings → VisionScaper Plans → Plans table, rows with a checkbox in every plan column. Administrators only. A ticked box gives that plan the feature; an empty box withholds it. The box is named ds[plans][KEY][f][FEATURE_KEY].
Fields
Shipped ticks below are placeholders, not approved plan assignments; set your own. “Costly” features are the ones that cost you money to run.
| Field (exact label) | What it controls | Key | Starter | Professional | Business | Pro+ |
|---|---|---|---|---|---|---|
| Route Optimizer | Plans the best order and drive time for each crew’s day. | route_optimizer |
off | on | on | on |
| Job costing & profitability | Budgets, overhead and profit per job, and the profitability reports. | job_costing |
off | off | on | on |
| QuickBooks sync | Sends invoices and payments to QuickBooks Online. | qbo |
on | on | on | on |
| AI Quoter | AI writes your scope of work and builds elevation views from a design. | ai |
off | on | on | on |
| Text messages | Follow-ups, appointment reminders and alerts by text. | sms |
off | on | on | on |
| Custom intake questions | Your own questions in the homeowner’s request form, per service. | intake |
on | on | on | on |
| Inbox tools | Needs-reply tracking, reply timer and quick replies. | inbox_pro |
off | on | on | on |
| Calendar sync | Your schedule in Google, Apple or Outlook calendar. | calendar_feed |
on | on | on | on |
| Work gallery on your profile | A curated gallery of your best finished jobs. | gallery |
off | off | on | on |
| Featured placement | Shown first (labelled “Featured”) to homeowners in your service area. | featured |
off | off | off | on |
| AI marketing (campaigns & automations) | Email & text campaigns, automated follow-ups, win-backs, seasonal and upsell automations, and the AI marketing assistant. Every plan finds opportunities and sends review requests and reminders. | marketing |
off | on | on | on |
| AI Receptionist | A phone agent that answers calls, collects the customer’s details, books visits and makes calling campaigns. | receptionist |
off | on | on | on |
| Vendor bills | Enter, approve and pay supplier bills against purchase orders. | vendor_bills |
off | off | on | on |
| Profit-and-loss & cash summary | Company profit and loss and a cash-in, cash-out summary. | pnl |
off | off | on | on |
| Xero sync | Sends invoices and payments to Xero. | xero |
off | off | on | on |
| Employee goals & reviews | Set goals and write reviews for your people. | reviews |
off | on | on | on |
| Customer financing | Offer customers a financing option on an estimate. | financing |
off | off | on | on |
| Card reader & Tap to Pay | Take card payments in person and record them on the invoice. | card_reader |
off | on | on | on |
| API & Zapier | API keys, webhooks and Zapier for your own tools. | api |
off | off | on | on |
| Outside lead sources | Leads from Angi, Thumbtack and Google Local Services land in your inbox, tagged. | lead_sources |
off | on | on | on |
| AI review replies | Draft replies to your online reviews for you to approve. | review_ai |
off | off | on | on |
| Website chat | A chat box for your website that turns visitors into leads. | chat_widget |
off | on | on | on |
| Inventory | Stock counts, reorder points and materials reserved for jobs. | inventory |
off | off | on | on |
| Postcards | Send printed postcards to a list of customers. | postcards |
off | off | on | on |
Steps
- Read the help line under the row label.
- Tick or untick the box in each plan column.
- Press Save plans. A green “Saved.” appears; each changed switch is written to the audit log.
- To preview the result as a customer, use the tester in [view-as-customer-tester].
Tips
- The same switches appear in the Entitlements plan matrix; editing either place changes one stored value ([entitlements-plan-matrix-switches]).
- Some features also need a service set up elsewhere: Text messages needs Twilio; QuickBooks sync and Xero sync need those connections; AI Receptionist uses paid voice and phone services.
- Features that are not built yet are not on this table; they are listed as “not built” on the Entitlements page.
If something goes wrong
- A contractor still cannot see a feature: confirm the box in their plan’s column and check for an account override ([entitlements-account-override]).
- Existing subscribers lose a feature after you untick it: yes, changes take effect straight away for the plan.