Configuration
Set up system-wide configuration settings.
Below are the following settings which are configurable:
Accounts:
Account Type Default - Set the default Account Type for new Prospects.
Default Sales Tax for Commercial Accounts - Sales tax to be used when creating new Commercial Accounts.
Default Sales Tax for Residential Accounts - Sales tax to be used when creating new Residential Accounts.
Estimates:
Allow Estimate Lock - Allows Estimates to be locked for editing by only 1 user at any given time.
Default Create Plant Kit - By default, to create a kit when adding / importing a plant to an Estimate.
Default Create Mat. Kit - By default, to create a kit when adding / importing material to an Estimate.
Show lead items on Estimate beside kit name - Show Lead Item in Kit Name on Estimate Screen - If a kit has a lead item, the lead item's name will be appended to the name of the kit on the Estimate screen.
Plant Name Format - How Plant Names will be displayed on Estimates, Change Orders, and Proposals.
Plant Name Format - Show Plant Size - Show Plant Size in Plant names on Estimates, Change Orders and Proposals.
Billing:
Print Invoice on Create Invoice from Job - When you click the "Create Invoice" button from within the Job's Billing Tab, invoice will automatically open for viewing, exporting or printing.
Show Company Address on Invoice - Show company address from Settings>Company Information, on Invoice Report.
Show Logo on Invoice - Show Company Logo if previously supplied to DynaScape, on Invoice Report.
Show Phone Number on Invoice -Show company phone number from Settings>Company Information, on Invoice Report.
Show Sales Person on Invoice - Show Sales Person of the job on the Invoice Report.
Show Estimator on Invoice - Show Estimator of the job on the Invoice Report.
Show Tax Number on Invoice - Show tax number from Settings>Taxes, on Invoice Report.
Create Surcharge Line Item - Set the default option for adding a surcharge when creating invoices.
Default Surcharge Type - Set the default surcharge type that is added when creating invoices.
Default Surcharge Value - Set the default amount for the added surcharge type.
Work Orders:
Default Arrival Window - Arrival window (in minutes) for new work orders.
Default Duration - Duration (in minutes) for new work orders.
Default Include Planting Labor - When adding plants to a work order this will determine if planting labor is added by default as well.
Mobile:
Show Email On Mobile - Show the email address in the account information on the mobile app.
File Quality - The default quality for uploaded image/video files.
Upload only on Wi-Fi - Save mobile data by deferring uploads until the device has connected to Wi-Fi.
Sort Order of Work Areas - Sort order of work areas.