Settings and customizing
Your company, roles, fields, dropdowns, the menu and your own rules.
- The map of SettingsSettings is grouped by the part of the business each setting controls, with a strip of tools. Here is what sits where, and where the older page names went.
- Set your company details and logoThe name, contact details, logo, warehouse, time zone and date format that print on quotes and invoices and run every route.
- Put the app on your phoneMake your app icon, your logo with CRM under it, so every phone that adds the app shows your brand on its home screen.
- Name the modules your wayCall Quotes Estimates, Orders Bookings or Issues Cases, for the whole company, on screens, PDFs and the client's pages.
- Modules and fieldsSwitch off the modules you do not use, and shape every module's fields: names, order, sections, required, hidden and your own.
- Add your own fieldsAdd a field of your own to any module, set its type once, print it on the PDF, and use it in filters, views, imports and messages.
- Make a field required, hidden or conditionalRequire a field with a red asterisk, hide one you never use, or show a field only when another field says it applies.
- Edit your dropdown listsAdd, rename, recolour, reorder, hide or remove the choices in any dropdown, and rename or recolour the statuses, on the field that offers it or under Other lists.
- Edit the menuRearrange the menu, hide what you never use, make your own groups and links, and (as an admin) set the menu everyone starts from.
- Set tax, deposit, fees and delivery pricesThe sales tax, deposit, balance due date, damage waiver, card fee, quote validity and delivery fee bands every quote starts from.
- Set how quotes bookWhether signed quotes book themselves, what booking checks, the delivery and pickup date ranges, client links and the stock warnings.
- Set the time clock and scheduling rulesHow early people clock in, where, late and forgotten clock-outs, breaks, time off limits, approvals and the overtime warning.
- What your quotes and invoices showYour logo, company details, date format, rental terms and chosen custom fields are what shape every quote, invoice and client page.
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