Settings
Manage users, integrations, and system settings
User Management
All Users
Integrations
Xero Accounting
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More Integrations
Additional integrations coming soon
Notification Settings
Email Notifications
Receives morning sign-in alerts and site notifications
Receives new lead notifications, PQQ submissions, and CRM system alerts
Site Alert Times
Check for missing site sign-ins
Daily summary and sign-out reminders
Automatically sign out workers who forgot
WhatsApp Notifications
Send alerts via WhatsApp Business API
Site Sign-in Alerts
Recipients
Enter UK mobile numbers in +44 format (e.g., +447803568302)
Trigger Options
Sites Filter
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Company Details
These details appear on QR posters, documents, and client communications.
Used in contracts and documents
Logo upload coming soon
Advanced Settings
Default Project Stages
Configure the stages shown on project timelines
CRM Pipeline Stages
Customise sales pipeline stages and order
Pipeline Preview
Expiry Warning Thresholds
Set when to show warnings for expiring documents and certifications
Global Defaults
Backup & Export Data
Download a backup of your data or export to other formats
Export Type
Select Collections
Export Format
Date Range
- Exports are generated and downloaded immediately
- Exported data includes sensitive information - handle securely
- Store exported files in a secure location
Schedule Templates
Define reusable phase templates for project schedules
All Templates
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Email Templates
Manage email templates for automated communications
Email Signature
This signature is appended to all templated emails
No signature configured
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Contract Template
Edit the contract template used for client agreements
Template Variables
Use {{variableName}} for dynamic
content. Payment schedules are automatically inserted based on the structure
selected during contract generation.
Contract Details
-
{{contractDate}}- Contract date -
{{projectId}}- Project reference -
{{contractSum}}- Total value -
{{paymentSchedule}}- Payment structure
Contractor Details
-
{{contractorAddress}}- Company address -
{{contractorRegistration}}- Reg number -
{{contractorVAT}}- VAT number -
{{contractorEmail}}- Email -
{{contractorPhone}}- Phone -
{{publicLiabilityAmount}}- Insurance
Client Details
-
{{clientName}}- Client name -
{{clientAddress}}- Client address -
{{clientEmail}}- Client email -
{{clientPhone}}- Client phone
Works Details
-
{{siteAddress}}- Site address -
{{worksDescription}}- Works description -
{{estimateReference}}- Estimate ref -
{{commencementDate}}- Start date -
{{completionDate}}- End date
Signatures
-
{{contractorSignature}}- Admin signature -
{{contractorSignatoryName}}- Signatory -
{{contractorSignedDate}}- Admin signed -
{{clientSignature}}- Client signature -
{{clientSignedDate}}- Client signed
Contract Content
Portal Links
Quick access to all portals in the system
Client Portal
Access to client-facing features
Subcontractor Portal
Subcontractor access and PQQ
Site Portal
On-site worker access
Employee & LOSC Portal
Employee onboarding portal
Note: All portal links open in a new tab. Each portal requires appropriate credentials to access.