For owners and managers

Set up once

• Company details, hours and branch phone
• Your team and their roles
• Priorities and SLA targets that match what you promise customers
• Quote approval limits, so big or low-margin quotes get a second look
• Numbering and VAT rates
• Form templates: your checklists, and which ones issue certificates
• Purchase order approval, if you keep stock

Check every week

• The dashboard: open jobs, SLA risks and money owed on one screen.
• Jobs → SLA at risk: anything about to miss its promise.
• The standard reports: SLA performance, first-time fix and revenue.
• Settings → Audit log: who changed what, if you ever need to check.