Change your own settings

Everyone has a Me group in Settings. What you set there is yours: nobody else can change it, an admin included.

Steps

1. Press your photo or initials at the top right and choose Settings (or My settings).
2. Under Me, open the page you want:
   • Profile: your photo, contact details and next of kin, and your own paperwork.
   • Preferences: the app, quiet hours, alerts, your text size and font, and your colors.
   • Email: connect your own mailbox so quotes go out from you. See Connect your email.
   • Calendar: press Connect Google Calendar to see your CRM days on your phone's calendar and your own events on the CRM calendar.
3. Changes on Preferences save as you make them.

What is on Preferences

• Open on: the screen you land on when you sign in.
• A week starts on: used by the schedule, the timesheet and the dispatch board.
• Date format: how dates show on your screens. Quotes and invoices always use the company's.
• Your time zone: your quiet hours are read in it. Shifts, routes and reminders run on the company's.
• Quiet hours: hold back phone alerts, texts and emails overnight. The badge in the app still appears.
• Pause everything: 1 day, 7 days or 14 days for a holiday; Start again ends it. Topics marked Always on still come through.
• Phone alerts on this device and Text me when I have no phone alerts. See Use it on your phone.
• What reaches you, and where: a row per kind of alert under Tell me when, with a tick for In the app, Phone alert, Text and Email.
• Text size: S, M, L or XL makes every screen smaller or bigger. M is the normal size.
• Font: Company font (the normal one), System (your phone or computer's own), or Inter, Atkinson Hyperlegible or Lexend, picked for easy reading.
• Colors: the menu and every screen in the colors you like.

Text size, font and colors change the app the moment you pick them, and follow you to every phone and computer you sign in on. The top bar says Saved, with Undo. Clients never see them: quotes, order pages, PDFs, emails and anything printed keep the company's size, font and colors.

Good to know

• You are only offered alerts about things you can see. A driver is not offered an alert about a signed quote.
• A topic marked Always on can move between ways of reaching you but cannot be switched off everywhere.
• A text goes to the phone number on your profile, so add one there first.
• The Notifications page has a What reaches me button that opens this page. See The notifications bell.