Accessing the Settings Menu

Navigate to the Settings menu using the side navigation bar.

Uploading a logo

You can upload your company logo. This will be displayed on quotes and invoices. To upload your logo, first select the file to upload. Then press the green upload button to upload and save the logo. You may remove and replace the logo if necessary.

General Company Settings

In the Settings menu, you can customise the following:

• Company Address: Specify your company's physical address.
• VAT: Indicate whether your company is vat registered here. You can specify the VAT number for your company for display on invoices.
• Enable Weekends: If you would like to display weekend dates on the planner view, you can do so here.
• Default Job Appointment Interval: Set the default interval between appointments for regular jobs.
  • Ad Hoc: Schedule appointments individually as needed.
  • Frequency: Set a recurring interval, such as every 6 weeks or every month.
• Invoice Notes: Include payment details or instructions you want to appear on your invoices.
• Default Invoice Due Days: Set the standard number of days after the invoice date that payment is due.

Communication Templates

Customise the automated messages sent to your customers:

• Appointment Reminder Text: Create the text message and/or email template used to remind customers of their upcoming appointments.
• Invoice Reminder Text: Create the text message and/or email template used to remind customers about outstanding invoices.
• Invoice Message Text: Create the text message and/or email template used to notify customers when a new invoice has been issued.

Email Configuration

• Reply-To Email Address: Specify the email address you want customers to reply to.
• Send a BCC Copy of Customer Emails: If you've provided a reply-to email address, you can choose to have a copy of all emails sent to customers through Job Plot also sent to this address for your records.