How to Configure General Settings?

You can configure the general settings for the system according to your business needs by following the steps below. 

1.  Navigate to Settings > General Settings.

The General Settings page is displayed. 

The General Settings are classified into various subcategories for easy configuration of your account settings as follows:

• Company settings - In the Company settings, you can edit basic company details such as the company name, address, telephone number, VAT registration status, VAT number, and upload your company logo. These details are displayed on the documents sent to customers. 

• Dashboard settings - In the Dashboard settings, you can select the source of data for the turnover and profit source graph from the dropdown list provided. If you are using third-party accounting software, you may want to select either Jobs (Complete) to use the data of jobs that have been completed or invoiced or Jobs (Invoiced) to use the data of only the jobs that are invoiced for the graph source.

• Quote settings - In Quote Settings, you can configure the default values to be displayed in quote references such as the prefix and start numbers, and set the default expiry dates.
  You can select the default row colours to distinguish the quotes that are accepted, rejected, a job created, and invoiced. 

• Job settings - In Job settings, you can configure the default values to be displayed in job references such as the prefix and start numbers.
  You can configure the default settings to hide prices and price breakdowns on the job sheets.
  You can also configure the default setting to show the time entries and attachments on new job sheets.
  You can select the default row colours to distinguish the jobs that are complete, invoiced, rescheduled, and requires a return visit.
  You can set the default settings that enable the requirement of customer signature, time entry, and images.
  You can also enable the setting to send the completed job email to the owner and also to send a return visit required email to the owner.

• Invoice settings - In Invoice settings, you can configure the default values to be displayed in invoice references such as the prefix and start numbers, and set the default due dates.
  You can select the default row colours to distinguish the invoices that are overdue, paid, and void.
  You can enable the setting to show a link to the job sheet from an invoice in the invoice document the customer receives.

• Calendar settings - In Calendar settings, you can select the default colors to distinguish the jobs that are completed and invoiced in the calendar. 

• Job Sheet App settings - In the Job Sheet App settings, you can enable the rich text editors in the Job Sheet App and to show overdue jobs.
  You can set default settings to show all images and the choose which Item types show in the Job Sheet App. 

2.  Click the required to tab to configure related settings and make the changes as needed.

3.  Click Save changes. 

A success message is displayed.