In Settings –> Quote Settings you can manage Contractor Quote confirmation bands. Create as many Bands as you like and set the values. Using the pencil icon you then add Users to each band.  The quote will automatically be sent through the confirmation process if these are set.   Name – Name of the Confirmation Band […]

Settings – Dashboard Designer allows the user to design their own dashboard with different Headers, Grids and Charts. Your own personalised dashboard can then be the landing page on logging in. This can be set in Users – Users General Settings – Display Settings. Step 1  – Add Dashboard & Name it Step 2  – […]

Settings – Custom Field Names/Labels allows the user to rename all the major labels and tags in the main application. As per screenshot below you can choose a certain view from the dropdown, Edit what tag you need to rename and click update. **Note – Make sure to logout and login to trigger the new […]

Settings – Escalation Rules allows the user to set up Rules, Triggers and actions for Jobs that are overdue for nearly due. Click ‘Create Escalation Rule’ to create a new rule. As per screenshot above we have created a rule named ‘One day after Due Date’, the trigger is 1 day after ‘Expected Complete Date […]

Settings – Job Note Types & Note Groups allows the user to: Set up Job Note Types, then on the Job details page you can assign a note to a note type. The note will then be sent out to the email addresses that you set under Emails to Send Note to. You can include […]

Settings – Single Sign On Settings allows the user to set default behaviours and values for staff/users that will be using the SSO option. Tenant ID / Organisation ID – Configure your Microsoft Tenant ID. This is provided by microsoft and is also known as the Organisation ID. SSO Behaviour – Set the behaviour of the […]

Settings – Additional Dropdowns allows the user to pre-populate up to 3 dropdowns that appear when creating or editing an Asset, Site, Location or Sublocation.  The Label for each dropdown can also be changed in Settings – Custom Field Names/Labels.   As per screenshot below from the Create Asset page you can see Critical & […]

Settings – Personal Data Settings allows the user to manage personal date associated to Sites or Jobs for GDPR purposes. These options are not Saved and work only once when the ‘Remove Data’ is clicked. Remove Personal Data On Sites – Select whether to remove personal data from All Sites or only from selected sites.. Remove […]

Settings – Archive Rules allows the user to archive off jobs which have been completed for a long time and you no longer want showing on the live operational system. From here the User can Create Archive Rules with 5 different Rule Types as seen the in screen shot below. You also have to specify […]

Settings – Advanced Job Routing allows newly created jobs or requests to be assigned to a Team , Assigned User or Resource based on the Job Type / Sub Type and where the job is located (site / location / sub-location, Region) or site type.   Click on ‘Add Routing’ to reveal a pop up […]