Set up your company
This is the first thing to do. It takes about five minutes and makes everything else look right: your name on emails and invoices, SLA timers that follow your opening hours, and a phone number your engineers can call.
You need the Tenant administrator role, which the account owner has.
Company details
Section titled “Company details”- Open Settings, then Company & branding.
- Fill in your Trading name, Legal name, Company number and VAT number. These print on quotes and invoices.
- Add your Phone, Email and Registered address.
- Check Time zone says Europe/London and Currency says GBP.
- Select Save changes.
Business hours
Section titled “Business hours”Further down the same page, set Business hours for each day. Leave a day empty if you’re closed.
SLA timers only count time inside these hours. A “fix within 2 working days” job logged on Friday afternoon isn’t due until Tuesday afternoon.
Your branch phone number
Section titled “Your branch phone number”- Open Settings, then Branches.
- Open your branch (most companies have one) and add its Phone.
When an engineer taps Call office in the app, this is the number that rings. If a branch has no phone, the company number is used.