Admin

Overview

Admin settings control system behavior and configurations for the whole organization.

You can find them in Admin -> Settings.

Organization

Configure your organization details:

• Address
• Phonenumber
• Logo
• Email
• Website

These are used in places like email signatures and to make the system reflect your company.

Calendar

Configure how the calendar behaves across the system, for example:

• Allow users to add events
• Show holidays in calendar views
• Block booking orders on holidays and vacations
• Lock the calendar from new events and bookings up to a specific date
• Other calendar behavior settings

Issues

This section is related to the Issues feature.

Here you configure:

• Which issue checks are enabled
• The threshold values for each issue

If a threshold is set to 0, that issue check is disabled.

Available issues:

1. Badly Booked - A booked/assigned/dated order is missing one of the other required booking parts.
2. Slow Completion - Order stays too long in Booked before being set to Completed.
3. Missing Invoice - Invoice has not been sent within configured stale time after booking and passed install date.
4. Stale 'New' Order - Order remains in New longer than configured.
5. Stale 'Contacted' Order - Order remains in Contacted longer than configured.
6. Stale 'Waiting' Order - Order remains in Waiting longer than configured.
7. Stale 'Blocked' Order - Order remains in Blocked longer than configured.
8. Cancelled Invoice - Order has an invoice that was cancelled.
9. Order Control done - At least one order control is done, but order is not Completed.
10. Invoice and Control done - Invoice and at least one control are done, but order is not Completed.
11. Missing Order Control - Booked date has passed and order has no controls.
12. Marked and Invoice done - Order is marked as done and invoice is done, but order is not Completed.
13. Missing Order Type - Order has no order type.
14. Missing Order Partner - Order has no order partner.

Features

Activate or deactivate features in the system.

If you do not use a feature, you can disable it so it is no longer shown in your view.

Info Links

Info links are URLs you send to customers or others so they can submit information on an order.

Here you configure:

• Notification behavior when someone submits
• How long links stay valid
• Whether image upload is allowed
• Whether users can update already answered questions or only answer unanswered ones

Completion

Enable or disable order completion check.

This runs checks before a user is allowed to set an order to Completed, for example:

• Invoice must be sent or paid
• All todos must be marked as done
• All mandatory documents must be uploaded
• Other completion requirements

Order

System settings for order behavior and configuration, for example:

• Whether booking confirmation is enabled
• How confirmation message should look
• Whether to show start/end time or end date
• Whether to warn users when booking data is missing
• Other order behavior settings

Invoice

Invoice behavior and configuration, for example:

• Term days (how many days until payment due)
• Tax percentage
• Default billing target (customer or partner)
• Whether sending invoice should auto-complete order
• Other invoice settings

Automation

Automations run in the background to automate tasks.
You can read more in Automations.

Here you configure behavior such as:

• Run only once per customer
• Run only once per order
• Re-run when order partner or order type changes
• Other automation behavior settings