SETTINGS
General Settings & Settings with Quoting, Invoicing & Asset Management Functionality
8 articles
General SettingsConfigure general details about your company.
Settings, Communication, Automated Client Follow Up EmailsAutomatically Thank Your Clients, Gather Feedback Or Request Reviews To Be Given On Your Chosen Platform
Settings, Communication, Automated Client Calendar RemindersNotify Your Clients of Upcoming Jobs Using Automated Calendar Reminders
Settings, Communication, Automated SMS Text Message NotificationsCustomise and automate SMS Text notifications to keep your clients in the loop at key points of the job
Settings, Payment & TaxesSetup payment days, tax rates and account codes
Accounting SettingsFormat Accounting Template Design for Quotes, Invoices & Purchase Orders
Settings, Email, Automated Asset Service Email RemindersNotify Your Clients of Upcoming Asset Services Using Customisable Automated Email Reminder Templates
Email TemplatesFormat Email Templates for Invoices, Quotes, Purchase Orders, Completed Jobs, Asset Service Records & Automated Asset Service Reminders.