Settings
Step-by-step instructions on all the settings within the system
Company settings - General
- Company settings (Overview)
- Official numbers
- Changing your branding colours
- Company details
- Setting your CIS percentage
- SMS name
Users
- Adding a user
- Editing users' details
- Edit user status' and access
- Adding notes (and communication logs) to a user
- User reminders
- Edit a users mobile settings
Account and billing
Integrations
Manage backups
System settings - General
- Locations
- Building types
- Creditor days
- Nominal groups
- Customer titles (adding, editing, and deleting)
- Types of telephone numbers
Customer information
Estimates
- Set the first estimate number
- Configuring estimate templates
- Set up an estimate note
- Estimate (Overview)
- Engineer estimate sheet email
- Edit the engineer estimate sheet SMS
Jobs
- The 'Job booking portal' tag
- Add skills to a job description
- Set the first job number
- Job descriptions
- Jobs (Overview)
- Edit customer job confirmation messages
Certificates
Service reminders
Invoicing
- Consolidated Invoicing
- Customise invoice titles
- Set the first invoice number
- Invoice email message
- Add an invoice category
- Invoicing (Overview)
Parts Management
Stock control
Users
- Purchase new user licenses
- Adding a user (new plans)
- Shifts
- Users groups
- Users
- Change notification preferences
Mobile settings
- Edit estimate mobile engineer SMS
- Estimate leave signature message
- Estimate no access message
- Adding an estimate leave question
- Job arrive signature message
- Job leave signature message