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Basic Setup

Basic Setup

The initial configurations that you will need to set up your organisation with branding, charges, notifications and templates.

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7 articles in this collection
Written by Tulika Das
Your Company & Branding

Configure your Company Details and Branding

Learn how to configure your company details, operating region and financial preferences
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Written by Tulika Das
Updated over a week ago

Standard Document Template for Jobs

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Written by Tulika Das
Updated over a week ago

Standard Document Template for Quotes

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Written by Tulika Das
Updated over a week ago

Define Rates, Charges and Tax Templates

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Written by Tulika Das
Updated over a week ago
Notifications

Configure Notifications

Learn how to turn ON standard notifications to keep your workforce and customers updated through emails on job events that matter to them
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Written by Tulika Das
Updated over a week ago
Using Message Templates

Create Message Templates

Learn how to tailor the outgoing messages sent out to people involved in a job that helps them keep up-to-date with work events
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Written by Tulika Das
Updated over a week ago

Variables Used in Message Templates

Know the variables that can be inserted within the body of the message templates to act as placeholders for the actual values in real-time
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Written by Tulika Das
Updated over a week ago