Settings

Configuring Workforce to suit your business needs

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27 articles in this collection
Written by Damien Knight
Company settings

How to set up basic company information, regional settings and add a logo.

Set what is displayed on your quotes, job sheets/reports and invoices including currency, logo, payment terms and date format
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Written by Damien Knight
Updated over a week ago

How to change your reference on jobs /quotes /Invoices

How to change the reference character prefix at the start of your quotes, jobs and Invoices
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Written by Damien Knight
Updated over a week ago

How to set up default Payment Terms

Setting up payment terms for use on an invoice
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Written by Damien Knight
Updated over a week ago

How to define charging rates

How to set up your charging rates and bill time increments
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Written by Damien Knight
Updated over a week ago

How to Customise Quote & Invoice Templates

Change how your quotes and invoices appear to your customers with free text fields
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Written by Damien Knight
Updated over a week ago

How to add a new tax rate

Updating tax rates or creating new ones is easy in Workforce
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Written by Damien Knight
Updated over a week ago

Setting up Staff Members as Users

How to create staff profiles and set up permissions for field and office staff
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Written by Damien Knight
Updated over a week ago

Creating Roles & Permissions

How to create custom roles and permissions for admin and field staff to control the information they see
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Written by Damien Knight
Updated over a week ago

How to edit staff members and assign categories

Edit or staff member accounts and assign categories to fieldworkers
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Written by Damien Knight
Updated over a week ago

Creating Categories

How to set up categories in Workforce and how they are used
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Written by Damien Knight
Updated over a week ago

How to customise automated emails & messages

How to set up the messages and communication feature of Workforce
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Written by Damien Knight
Updated this week

Using reports

How to download reports to capture information
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Written by Damien Knight
Updated over a week ago