The Settings section allows you to configure and manage your OutOnSite account general settings related to company, dashboard, quotes, jobs, invoices, calendar, and the Job Sheet App.
You can manage the item repository list, text templates, users/engineers that have access to the system, and edit custom fields for Customers, Jobs, and Items. Create and edit the checklist templates and VAT rates and manage email templates and various list types.
You can also access the contents of the recycle bin to restore deleted items, import customers and manage your subscription and billing.
1. Navigate to Settings.
The Settings dropdown list is displayed.
For more information, refer to the following sections:
- How to Configure General Settings?
- How to Create Items in the Item Repository?
- How to Create/Edit Text Templates?
- How to Create/Edit Custom Fields?
- How to Create/Edit/Copy Checklist Template?
- How to Edit Email Templates?
- How to Create/Edit List Management?
- How to Create/Edit VAT Rate?
- How to Restore the Deleted Data in the Recycle Bin?
- How to Create/Edit Users?
- How to Import Customers?
- How to Manage Subscriptions and Billing?
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