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Advanced Setup

Advanced Setup

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10 articles in this collection
Written by Tulika Das
Custom Fields

Configure Custom Fields for Quotes

Learn how to configure your own set of fields for quotes to better capture quote details in combination with the standard fields
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Written by Tulika Das
Updated this week

Create Custom Fields for Jobs

Learn how to create your own custom fields for jobs to capture the job details in combination with the standard fields on a job profile
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Written by Tulika Das
Updated this week

Configure Custom Fields for Assets

Learn how to create custom fields for assets to better capture the asset details in combination with the standard fields on asset inspector
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Written by Tulika Das
Updated this week

Configure Custom Fields for Problems

Learn how to configure your own set of fields for Problems to better capture the problem details in combination with the standard fields
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Written by Tulika Das
Updated this week
Types

Create Job Types

Learn how to define your own job types to match the terminologies used in your business and enable finer grouping and filtering of jobs
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Written by Tulika Das
Updated this week

Create Asset Types

Learn how to define your own asset types to define and distinguish the physical objects to better analyse the kinds of assets you manage
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Written by Tulika Das
Updated this week

Create Problem Types

Learn how to create problem types to record and categorise different problems in field and create the opportunity for speedy resolution
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Written by Tulika Das
Updated this week
Inventory

Create your Inventory Library

Learn how to record the parts or materials you regularly use for works and refer them to jobs so you can also calculate the payable charges
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Written by Tulika Das
Updated this week
Job Priorities and SLAs

Configure Job Priorities and SLAs

Learn how to customise the standards for job completion time and conditions to trigger warnings and attentions for each priority level
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Written by Tulika Das
Updated this week
Automation Rules

Configure Automation Rules

Learn how to configure rules to define what should happen when certain event occurs
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Written by Tulika Das
Updated this week