Company & Client Setup

The Company & Client Setup page is where you can edit your client profile and account, work order completion wizard settings, and form field configuration settings.

This article describes how to navigate the client setup menus, using the left menu.

You can access Client Setup by selecting Configuration from the left sidebar and then selecting  Company from the Configuration Page Left Menu.

Client Setup Overview

The overview is where you can edit most of your client account settings. The following chart should describe each of these fields.

Client Logo

Here you can add a logo for your client account. You may drag and drop a file into the right box or select one from your computer's downloads or desktop by clicking on the orange picture box.

For Enterprise clients with multiple sites this will logo will be used for all sites unless there is a Site Logo loaded. Then the Logo uploaded for that Site will be used rather than the Client Logo

Client Password Settings

Here is where you can edit your password settings, such as the maximum failed login attempts or the requirements for creating a password. 

For more details, see Password Settings.

WO Completion Wizard Settings

The WO Wizard can be used as a checklist or confirmation that every task in a work order has been performed and that the necessary safety & cleanup tasks have been completed before the work order can be marked as "complete". Here you can turn the WO wizard on or off and edit the requirements in it. 

For more details on this process, see The Work Order Completion Wizard.

Form Configuration

Here you can edit what appears on the form fields for different processes, such as Work Orders, Purchase Requests and Orders, and Purchase Receipts. For more details on each of these menus, see:

• Work Order Form Configuration
• Purchase Request Form Configuration
• Purchase Order Form Configuration
• Purchase Order Receipt Form Configuration