Settings

Your business details, messages, money, data and the menu.

• Settings at a glanceWhere every setting lives, and which ones only an owner can change.
• Business details, tax and remindersYour details on every quote and invoice, how GST is charged, costing, reminders and clock on locations.
• Customer emailsChange the wording of the emails that carry your quotes, invoices, claims, receipts and reminders.
• Customer textsBooking confirmations, reminders, On my way, quote and invoice links and enquiry thank yous by text.
• Connect a head contractorTake work orders from a head contractor's Simpro straight onto your board, and send time and sign-off back.
• Billing and your planThe three plans, what each includes, and choosing, changing or cancelling yours.
• Export your dataDownload every record the business holds, as spreadsheets and the files you stored.
• Menu sectionsTurn off the parts of the menu your business does not use.
• Your notificationsThe bell, what you are told about, and whether it comes in the app, by email or to your phone.
• The labour rate on job invoicesChoose which labour rate a job's hours are charged at when you invoice it.
• Your profile, details and dark modeThe menu behind your initials: your details, notifications, dark mode, the tour, another business and signing out.
• Close your businessStop using the app, download your records, and what happens over the next 90 days.
• Projects settingsChoose whether project budgets are one amount a stage or detailed lines, and set a notice period for variations.
• Set up your formsChecklists, safety paperwork and test records, made from a ready-made form or from scratch.
• AI assistantSwitch AI on or off, choose your assistant, set how replies sound, and see what your plan includes.
• Your customer portalGive each customer one page with their quotes, invoices, bookings and documents, opened from a link.
• Take enquiries from your websitePut a form on your own website that turns each enquiry into a new job, with the customer and their photos.
• Two-step sign-inAsk for a code from your phone as well as your password, so a stolen password is not enough to get in.
• Set up a shared tabletMake a tablet the crew share, each worker switching in with their own PIN, and give apprentices without the app a way to work.
• Connect payrollConnect Xero Payroll or Employment Hero, so your crew come in once and their approved hours go back without retyping.
• Link your crew to payrollMatch each person in payroll to someone in your crew, once, and invite anyone who is not in the crew yet.
• Send timesheets to payrollApprove the week, map your pay codes to pay items once, then send a pay period to payroll as timesheets.
• Set your pay rulesSplit each person's hours into ordinary time, overtime tiers, weekend and public holiday time before they go to payroll.
• AllowancesSend tools, meal, site and travel allowances to payroll as units with the hours, automatically or by hand.