Settings
Step-by-step instructions on all the settings within the system
Company settings - General
- Official numbers
- Changing your branding colours
- Company settings (Overview)
- Company details
- Setting your CIS percentage
- SMS name
Users
- Shifts
- Users groups
- Adding a user
- Editing users' details
- Edit user status' and access
- Adding notes (and communication logs) to a user
Account and billing
Manage backups
System settings - General
- Tax components (US)
- Tax descriptions (US)
- Setting up sales tax (US)
- Locations
- Types of buildings
- Creditor days
Customer information
- Set the first customer account number
- Customer types
- Advertising types
- Creditor days
- Types of buildings
- Add a customer SMS template
Estimates
- Set the first estimate number
- Configuring your estimate templates
- Set up an estimate note
- Engineer estimate sheet email
- Edit the engineer estimate sheet SMS
- Customer estimate confirmation
Jobs
- Add skills to a job description
- Set the first job number
- Job descriptions
- Edit customer job confirmation messages
- Edit work address job confirmation messages
- Free of charge reasons
Certificates
Invoicing
Suppliers
Parts Management
- Incomplete parts on completed/closed jobs or estimates
- Deleting or archiving parts
- Parts and prices
- Parts subcategories
- Parts industries
- Parts categories
Stock control
- Stock control for engineers
- Stock wastage reasons
- Getting started with Stock Control
- Supplier returns emails
- Parts collection workflow and picking lists
- Part reorder list
Stock control
Users
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