Administrator Settings
All you need to know about the management of sites, processes and users as an admin.
General
- How do I manage service types?
- How do I manage quotes on the system?
- How do I add a shortcut to my mobile device?
- List of email notifications
- What are the different work order states?
- How do I create or replace dashboard widgets from an index screen?
- How do I clone a dashboard?
- How do I manage non-work order spends to the system?
- What is a request type and how do I manage them?
User Management
Contractor Management
- How do I add and amend contractor services?
- How do I onboard new contractors?
- How do I view and amend contractor question answers and documents?
- How do I approve changes to the contractor profile?
- How do I invite a new contractor to the system?
- How do I revoke a contractor's invite?
- How do I enable contractors to provide quotes?
- How do I add a rate card template?
- How do I add a rate to a contractor?
- How do I change the default rate card template for a specific contractor?
- How do I add markups on the system?
- What are SLAs?
- How do I create and manage SLAs?
Custom Fields
Tags & Grouping
Document Managment
Site Management
- How do I Import and Export my Sites?
- How do I close down a site?
- How do I manage site types?
- How do I update a Site's Site Rate Type?
- How do I change a site's type?
- How do I manage Site Rate Types?
- How do I use geofencing for my sites?
- How do I copy an existing Site?
- How do I manage a site?
- What is an external work order form and how do I create one?
Billing & Invoices
- What is a cost code and how do I use them?
- How do I make Budget or Cost Code selection mandatory?
- How do I amend costs that have already been approved to a submitted invoice?
- How do I import/export my non-work order spends?
- How do I bulk update non-work order spends?
- How do I add non-work order spends to an invoice?
