Branches |
View and manage Branches set up in the system. You can see all the Branches listed here as well as their associated users and properties. Creating or editing a Branch allows you to provide Branch details and add/remove users associated. |
Zones |
Create and view Zones here. You can view your list of Zones, toggle active on/off, search for a specific Zone and group by Branch or active if applicable. |
Clients |
Client tags are created, viewed and managed here. |
Properties |
Manage property number sequencing settings and document structure. You can also create and manage property tags from this section. |
Accreditations |
View and create the accreditation types that will appear in the dropdown list when adding an accreditation on the Accreditations page. You can also set whether or not the accreditation is property specific. |
Asset types |
- Create, view and edit asset types and assets
- View and manage remarks, variants and prompts for an asset type
- Configure default replacement products, applicable routines and excluded levels when editing the asset type
- Create and manage asset tags and asset type tags
- Configure ESM presets
- Perform a csv download of asset types, prompt questions and asset type variants
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Remark types |
- View and manage remark types
- Configure suggested products when editing a remark type
- Create and manage global remark types
- Toggle replacement requirements and set suggested products for a remark
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Routines |
- View all routines and their service levels
- See how many properties are using a particular routine
- See all applicable assets associated with a routine
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Dynamic forms |
View and edit existing forms, create new dynamic form templates or load one from the library. |
Service groups |
View edit and create service groups on this page. You can see a list of all the service groups in use as well as how many tasks and users are associated with them. |
Contractors |
View and manage the categories, skills, tags and service areas to be associated with a contractor. These will appear in drop-down lists when creating and editing contractors in the system. |
Tasks |
- Configure the sequence format and document structure for tasks
- Create and edit task tags
- View, create and edit task categories and set their defaults
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Actions |
View, create and edit actions from this page. |
Logbooks |
View, create and edit logbook types from this page. |
Appointments |
Set appointment labels, toggle whether or not they're active and set their colour code. |
Timesheets |
- Set allowance types and pay week start day
- View and manage timesheets, their session types and colour coding
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Defect Quoting |
- Configure naming and sequence formatting as well as default templates of defect quotes
- Toggle whether or not clients and/or authors receive a quote response email
- Set autoreminder frequencies and default expiry periods
- Create and manage defect quote tags
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Service Quoting |
- Configure naming and sequence formatting as well as default templates of service quotes
- Set the email address for service quote approvals
- Create and manage service quote tags
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Purchase Orders |
- Configure naming and sequence formatting of purchase orders
- Set an auto-approve limit for purchases
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Jobs |
Set the sequencing and formatting of jobs here. |
Signoffs |
- Set signoff instructions that will appear when performing a signoff
- Set the notification email for signoffs
- Set the number of days contractors have to respond to a signoff.
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Rectifications |
Set the sequence formatting of rectifications |
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