SETTINGS
General Settings & Settings with Quoting, Invoicing & Asset Management Functionality
9 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
- Asset SettingsThe Asset Settings page allows you to customize which fields appear when adding a new asset to capture only relevant information.
- 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.