Preference Settings

 

To get to your Preferences Settings, click the gear icon at the top right of the screen.

 

 

Here are the settings that are on the Preference page

 

Records on Page- The number of results you want to appear on each page such as invoices, customers, etc.

Note: The lower the number the faster the page will load

 

Date Format- How you want the date to appear on invoices, estimates and anywhere in the program.

Example Jun 1, 2013 or Jun, 1, 13, etc.

 

Time Format- How you want the time to appear anywhere in the program

 (You can choose 12 hour format or 24 hour format).

 

Time Zone- The time zone you are located in.

 

Week Start- The day of the week you want to start your work week.

 

Money Format- How you want money formatted such as $100.00 or $100,00.

 

Base Currency- This is the currency format for your country.

 

When Creating Invoices- This how visits are grouped for invoicing purposes.
For example, “Create an Invoice That Puts All Visits for That Customer on the Invoice” puts all visits for a customer on one invoice, along with the date you were there, and the services you performed. (This is how most people prefer to bill).

 

Invoice Start #- The starting # of invoices. You can have invoices start with any number you’d like such as 00001 or 10000.

 

Estimate Start #- The starting # of estimates. You can have estimates start with any number you’d like such as 00001 or 10000…

 

Customer Start #- The starting # of your customers. You can have customers start with any number you’d like such as 00001 or 10000…

 

Show Property Name on Invoice Under the Items and Services Performed At The Property- Choose to show the name and address or just the address of properties on invoices. This will be shown under the list of items and services performed at the property.

 

 

 

Customer List View Mode- This will show the customers name or name and address on the customer list.

Show Account Standing- This will show customer account info for all time or just for the current year.

Automations Text Message Times- Set the times you do not want your texts being sent via automations to be sent before or after.

Push Notifications- Select which push notifications you would like to receive.

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Maps and Routes 

Here you can check the checkbox to set your business location to be the start and ending location of the routes.

You can leave this unchecked and set your own start and end locations.

 

Scheduler 

You can check this box to move all related, open recurring events when you move a single recurring event.

There is also a setting to which days the scheduler is allowed to put your visits on.

You can choose to allow it to schedule every day of the week, every day but Saturdays, everyday but Sundays, or everyday but Saturday and Sunday.

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Misc Preferences- You can check these boxes to show or hide the live chat icon and getting started pages.

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Updated on February 21, 2022

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