Company Setup

Goal#

Set up the key settings that affect quoting, scheduling, jobs, and reporting so everything you create afterwards is consistent.

Before you start#

• Ensure you have admin access.
• Decide your internal conventions:
  • Job status names
  • Quote status names
  • Job category naming
  • Payment terms you offer

Step 1: Confirm company details#

1. Open Settings (top-right cog).
2. Go to Company.
3. Confirm company name, address, phone and key details.

What this affects#

• Document headers
• Email templates
• Printed/PDF quotes and job documents (if enabled)

Step 2: Configure preferences#

1. Go to Preferences.
2. Review:
   • Time zone
   • Date/time display
   • Numbering and reference behaviour (if present)
   • Quote / job defaults

Recommended defaults#

• Set your time zone first (it impacts calendar display and timestamps).
• Decide whether your team uses client-facing references (quote numbers / job refs) consistently.

Step 3: Configure people access#

1. Go to Roles.
2. Confirm which roles can:
   • View contacts
   • Create quotes
   • Convert quotes to jobs
   • View reports
3. Go to Users to invite or manage staff.

Common role patterns#

Step 4: Configure operational dictionaries#

In Settings, configure the lists that drive your workflow:

• Lead Sources
• Job Categories
• Job Statuses
• Quote Statuses
• Payment Terms
• Guarantees
• Terms & Conditions

These settings affect forms, automation, filtering, and reporting.

Checklist (recommended)#

• Lead sources added
• Job categories created
• Job statuses align with your workflow
• Quote statuses align with your quoting process
• Payment terms reflect your contracts
• Terms & conditions reviewed
• Templates created (email and/or document)

Troubleshooting#

I can’t find Settings pages#

• You may not have the required role.
• Ask an admin to grant access or complete setup.