Settings

Configure Passport365 to suit your business needs

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28 articles in this collection
Written by Hannah and Nosology
Company Settings

How to set up basic company information, regional settings and add a logo.

Set what is displayed on your quotes, job sheets/reports and invoices including currency, logo, payment terms and date format
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Written by Hannah
Updated over a week ago

How to update your reference on jobs/quotes/invoices

Change the 'Reference Prefix' on jobs, quotes and invoices
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Written by Hannah
Updated over a week ago

How to set up default Payment Terms

Setting up payment terms for use on an invoice
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Written by Hannah
Updated over a week ago

How to define charging rates

How to set up your charging rates and bill time increments
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Written by Hannah
Updated over a week ago

Customise Quote & Invoice Templates

Change the appearance of your quotes and invoices
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Written by Hannah
Updated over a week ago

How to add a new tax rate

Updating/Creating tax rates is easy in Passport365
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Written by Hannah
Updated over a week ago

Setting up Staff Members as Users

How to create staff profiles and set up permissions for field and office staff
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Written by Hannah
Updated over a week ago

Creating Roles & Permissions

How to create custom roles and permissions for admin and field staff to control the information they see
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Written by Hannah
Updated over a week ago

How to edit staff members and assign categories

Edit staff member accounts and assign categories to fieldworkers
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Written by Hannah
Updated over a week ago

Creating Categories

Set up categories in Passport365 and understand how they are used
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Written by Hannah
Updated over a week ago

How to customise automated emails/messages

How to set up the messages and communication feature of Passport365
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Written by Hannah
Updated over a week ago

Using reports

How to download reports to capture information
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Written by Hannah
Updated over a week ago