Set up your business
Everything that describes your company as a whole is in one place: Settings at the bottom of the left menu, tab
Business. Only users whose role may view settings see the menu item.
The Business tab in Settings
Company details
1. Open Settings → Business.
2. The first field is your company name. Below it: Country, Tax ID / CVR (press Find to fill the rest from the public
register), City, ZIP code, Street address and Flat, suite, etc. The name and address appear on invoices and in the
emails the system sends on your behalf.
3. Under Company logo, press Upload from device or drop a PNG of up to 10 MB. The preview shows the whole logo, so a
wide or tall one is fine.
4. Company colour is the colour your addresses are drawn in on the zone map, so they can be told apart from your
subcontractors' at a glance, see drawing a zone. Pick one from the same palette routes and zones use.
5. Press Save changes. Discard throws away what you changed since the last save.
Time and season
Scroll down for the settings that shape dates and times:
- Time Zone: the zone your dispatch times and schedules are read in. Every planned time, check-in and invoice period
is judged on this clock, and the date and time pickers for a new dispatch, on the web and in the app, offer today
and Now on it rather than on the computer's or phone's own clock. Set it to where the work happens.
- Date format: how dates are written across the platform.
- Time format: whether times read 24-hour (14:30) or 12-hour (2:30 PM). It changes every clock you see, on the
dispatch board, in the location log, on invoices, on the drive map and in the insurance report, and it changes what
the time picker offers you: a 12-hour business picks an hour from 1 to 12 and an AM or PM beside it.
- Number format: the decimal separator numbers are written and typed with, either 1,234.50 or 1.234,50. Prices, costs,
quantities and totals all follow it, and so does every box you type a number into. Type numbers the way this setting
shows them: a price box on a 1.234,50 business takes 1234,50, not 1234.50.
- Season: your work season date range. Seasonal invoices are split across it, and location rules that limit work "per
season" count inside it. A season may cross the new year (15 October to 31 March is typical). Every date filter
starts on a season: "This season" is the season running today, or, between seasons, the next one to start; "Last
season" is the most recently finished one. Between seasons the lists open on whichever of the two is closer to today
(in August, with a season starting in October, that is the coming season), and the range covers the whole gap
between the two seasons so that work registered in the off-season stays visible.
Currency is not set here: it is chosen when the business is created and stays with it.
Switches
| Switch | What it does | |---|---| | Auto assign new locations to yourself | Every address you create is assigned to
your own business straight away. Enable it if you have no subcontractors. | | Email on error | The address entered here
is e-mailed whenever a driver marks a stop unable in the app, see Email on error below. | | Call on zone dispatch | The
users you choose receive a phone call whenever a zone is dispatched. | | Driver license | Show on each user whether they
hold a driver's licence. | | Road routes | Lets New route offer a Route type choice: Stop route or Road route, the
latter painted on the road network and needing Which municipality below. On by default for a municipality. See paint a
road route. | | Municipality | Your business is a municipality clearing its own addresses. Hides the parts of the system
that exist to bill a customer (invoices and offers), and the dashboard shows operations instead of money. You pick Which
municipality from the list. |
Below the switches, Two-Factor authentication, Recovery codes and Signed-in devices protect the account you are signed
in with; they have their own articles.
Email on error
Enter one e-mail address, a shared mailbox or the duty manager's, and leave it empty to receive nothing. From then on,
every time a driver marks a stop Unable from the app, that address gets a mail with the subject Address could not be
done: and the address. It names the dispatch code and planned date, the route, the work type, the driver and their
company, The driver's note and the number of photos, and links straight to the dispatch.
- It is sent for dispatches you sent out and for stops you do as a subcontractor. When a subcontractor's driver marks
one of your stops unable, you and the subcontractor each get a mail at your own Email on error address, in your own
language and with the time in your own time zone and format. The customer is named only to the business that holds
the address for a customer.
- One mail per stop marked unable. A repeated tap, or the app sending again after it lost signal, does not send a
second.
- Marking a stop unable on the web sends nothing: the person doing it is already in the office.
- A mail that cannot be sent never stops the driver; the stop is saved either way.
See who is told what for every other alert.
Good to know
- Changing the time zone does not move times already recorded; it changes how new planned times and periods are read.
- The season range is also what "this season" means in the offer to bill completed work that appears when you set a
price on an address with finished, unbilled work.
See also
- Invite staff and drivers
- Change the language
- What municipality mode changes