Settings

Settings give users the ability to configure core components of the system such as define users and their roles, create eligible job types, implement new business rules, integrate with QuickBooks and more.

User Role Manager
The user role manager gives the user the ability to create and manage user roles and assign each role permissions based on their business need. To create ...
Mon, 13 Aug, 2018 at 3:36 PM
Job Type Manager
The Job Type Manager allows for the user to create job types and assign them abbreviations. Job types are used during the creation of new jobs while the ab...
Mon, 13 Aug, 2018 at 3:37 PM
Custom Fields Manager
With the Custom Fields Manager, a user is able to create and configure custom fields for their needs. This allows the user to adapt the system to the users...
Mon, 13 Aug, 2018 at 3:37 PM
Quick Stats Manager
With the Quick Stats Manager, the user can create and customize icons to retrieve and display a basic statistic of various object types. The quick stats ic...
Mon, 13 Aug, 2018 at 3:38 PM
Notification Manager
In this module, the user can create notification messages which will be sent to a selected user or group of users. The history of notifications previously ...
Tue, 14 Aug, 2018 at 9:13 AM
Business Rules Manager
In this section, the user can create a variety of Business Rules for the company’s needs. This allows for the software to be customised to the client'...
Tue, 14 Aug, 2018 at 9:14 AM
Invoice Settings
In this module, the user can customize the content of invoices such as the company logo, invoice number prefix/suffix, promotional text at top of invoice a...
Tue, 14 Aug, 2018 at 9:34 AM
Invoice Item Template Manager
The invoice item template manager allows the user to create new invoice items based on existing item types. The user can preset the description, dollar amo...
Tue, 14 Aug, 2018 at 10:41 AM
Language Manager
The Language Manager allows the user to set custom labels instead of the default labels across the mobile and desktop apps. The user can use the “Search Cr...
Tue, 14 Aug, 2018 at 10:44 AM