Settings & Configuration

Company settings, user management, roles, permissions, and system configuration.

• How to Create and Use Quote Templates
• Inventory Management
• Setting Up Service Call and Trip Charge Fees
• Time Clock Usage
• Configuring Water Chemistry
• Creating Custom Templates
• Managing Users and Permissions
• Setting Up Service Types
• Customizing Company Profile
• Add, Edit, or Activate/Deactivate a User
• Configuring Customer Billing
• Customize Tags (Web)
• Creating Service Types
• Create / Edit a Service Report Template
• Configuring Communication Settings
• Customize Chemistry Settings
• Create / Edit Custom Fields in Customer Profile
• Modifying Custom Template Field
• Customizing Terms and Conditions