NOTE: Only the Subscriber (one who has signed up with Loc8) or anyone in your team with User license + Admin user group can configure the company details of your business.
Configuring your company details is a part of the on-boarding process to get you up and running as soon as you complete the sign up with Loc8.
If you've not filled those details during the sign up, you can always provide them later. However, we recommend that you keep your company details up-to-date before creating your first quote, job or invoice and sharing them with your customer. That's because the details provided in the Company Settings will -
- define the currency and tax types to be used across the application
- facilitate switching between time zones as suitable
- define holidays to implement special charges for labour hours on non-business days
- use your company details to create a professional look and feel on the next quote, job or invoice you'll be sharing with your customers via a web link that your customers may save as a printable document.
STEP 1 Go to the Settings page.
STEP 2 Open the Company settings.
STEP 3 Type in your company name, and contact details, ensuring the mandatory fields such as your business email, primary address/billing address and the postal address is specified.
You may also brand the application with your company logo. The details entered here will be used in field service reports, printable quotes, invoices, automated emails and so on.
STEP 4 Specify your company's operating region, timezone and business hours. The business hours are used to set default times for scheduling jobs and applying after-hour rates.
If the chosen Timezone is different from your local timezone, you'll find an additional clock at the bottom-left corner of your screen - the first clock shows the local timezone and the second shows the chosen business timezone (which maybe referred to as the server timezone). Your team members can also see the dual clock view on their Home screen.
You can switch between the two time zones as necessary and doing so will change the timestamp indicated on all entities throughout your account.
STEP 5 Enter the public holidays as applicable to your company. This will ensure that special charges are automatically applied on jobs that are performed on the listed holidays, as referenced in Settings -> Charge Template.
An example of the Charge Template shows how a separate set of charges can be specified for on-site time and travel time on holidays:
STEP 6 Specify the financial details about your business. This includes the financial year end date, preferred currency to be used uniformly system-wide on all costs, charges and expenses, and the common tax types that you'll frequently apply on costs and charges in Quotes, Jobs and Invoices.
For more details on how to add tax types, see Defining the Tax Rates.
The Financial year end plays an important role if you've opted for Loc8's lab feature on Budgeting. The specified date gives the basis of calculating costs and charges in terms of estimates and actuals for your business over a given financial year, leading to effective decision making on how to maintain assets better and optimise job management for that year.