Table of Contents
To change the settings for quotes, jobs, invoices, statements, go to the Gear Icon > Settings > Work Settings.
Quote Settings
For quotes, you can set a reminder to be made if the status of the quote doesn't change after a certain number of days. The reminder will be assigned to the user who created the quote, prompting them to follow up with the client. You can select how many days after a quote is sent that the reminder will appear in the calendar.
Job Settings
For jobs, you can set the Visit Title Template. Visit titles are what appear to describe a visit on the Calendar online.
Below the template, there are a list of variables to choose from to use in the visit title. You can copy/paste them into the 'Visit Title Template' field. This will update all the visits in your calendar, to follow this template.
For example, with the visit title configuration {{CLIENT_NAME}} - {{JOB_TITLE}} - {{CITY}}, visits would appear like this in the calendar:
The calendar titles in the app will appear a bit differently than on the desktop. They will show the visit title (or job title if there is no visit title), then the client name, then the address. The other information (such as city) will be viewable if you open the visit.
Invoice Settings
For invoice settings, you can edit what appears in the Invoice Subject, at the top of the invoice.
This is also where you would change the automatic terms of payment, for when an invoice is due. For example, you could set the terms to say payment is due within Net 15 days.
For invoice reminders, you can check off to have all invoice reminders reassigned if they are not completed. You can also check off for all invoice reminders to be assigned to one user on your team.
Statements
Lastly in the Work Settings area, you can set the order of the billing history for statements. For example, if the latest payments and invoices at the top, or at the bottom.
You can also add a contract/disclaimer to statements here, that will appear at the bottom of the statement.
