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

Basic Setup

Learn how to configure your company details, operating region and financial preferences

Configure your Company Details and Branding

Standard Document Template for Jobs

Standard Document Template for Quotes

See what the settings are to change the content of the invoices you share with others

Standard Document Template for Invoices

Define Rates, Charges and Tax Templates

Your Company & Branding

Learn how to turn ON standard notifications to keep your workforce and customers updated through emails on job events that matter to them

Configure Notifications

Notifications

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

Create 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

Variables Used in Message Templates

Using Message Templates

Find answers and get help from Intercom Support and Community Experts

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