Settings and your account
Working hours, accounting connections, branding, and the things that only come up now and again.
Set working hours and time offUpdated
When each person is available, where they set off from, when they are away, and the bays or rooms work happens in.
6 steps50s recording
Decide who can price extra workNew
Your team can always flag work they find on site. Whether they can put a price on it is yours to choose.
6 steps28s recording
Set your own follow-up intervalsNew
Change the “how often” choices to whatever your work actually comes round on — weekly, monthly, annually.
5 steps31s recording
Change a sign-in email, or remove someone who has leftNew
Correct the address a member of staff signs in with, resend their set-up link, and take a leaver off the team without losing anything they did.
6 steps45s recording
Connect your accounting package
Xero, QuickBooks or Sage, so invoices do not get typed twice.
4 steps34s recording
Add a field of your ownNew
A gate code, a key safe, a boiler model — anything your trade keeps that we have no box for, and where it shows up.
5 steps22s recording
Import a price list from a spreadsheetNew
Four hundred parts in one go, with the VAT question asked rather than assumed.
4 steps29s recording
Put your own branding on what customers see
Logo, colour, and the details that print on your paperwork.
5 steps29s recording
Your subscription and trial
What happens when a trial ends, and what stays available if it does.
3 steps34s recording
Change a name, an email or a passwordNew
Fix a misspelt name, move somebody to a new email address, or change your own password.
4 steps43s recording
Build and use your own certificatesNew
Completion certificates and compliance forms your engineers fill in and sign off on site.
9 steps61s recording
Take a copy of everythingNew
Download your customers, quotes, jobs, invoices and payments as spreadsheets — for your accountant, for your own records, or to take with you.
4 steps36s recording
Put a photo on each personNew
A face beside every name — and on the confirmation your customer gets, so they know who to expect at the door.
4 steps38s recording
Get help from a person
When the guide does not cover it.
3 steps30s recording