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| [Optional] Upload your company logo for your emailed/printed estimates and invoices. This must be an image file, not a PDF. Accepted image files include .jpeg, .png, .bmp, and .tif. Once you have uploaded your company logo, you have the option to remove or change your company logo. |
| Enter the business unit name. The business unit name is designed for internal use only (not customer-facing). This field can be used to customize reports in QuickBooks, so transactions can be viewed by business unit. While the actual business unit Name does not export to QuickBooks, you can assign a QuickBooks class to the business unit Name. |
| Enter the official name of the business unit. The official name of the business unit is designed to be customer-facing. When you enable customer notifications (Settings > Communications > Customer Notifications), the Official Name displays on text and email notifications to the customer. |
| Enter the license number. This is the state compliance number visible on the customer-facing contract. |
| Enter your company email. Invoices, estimates, schedules reports, and surveys are sent from this email address, unless otherwise noted in their specific sections. |
| Enter your company phone number. |
| Select the trade attribute of the business unit. This allows for refined filtering. |
| Select the division to which the business unit is attached. This is used for some KPI calculations and allows for refined filtering. |
| [Optional] Enter a tag name to add to the business unit. This automatically tags all jobs booked for this business unit moving forward. |
| Search for a material SKU. This is the SKU in the Pricebook, utilized to transfer materials to QuickBooks. |
| Select a currency. You can choose from USD and CAD. |
| Enter an invoice header. This appears at the top of every invoice. The invoice header typically includes the official business unit name, address, and phone number. |
| Enter an invoice message. This is the message that appears at the bottom of every invoice or estimate. |
| [Optional] Enter a minimum post date. This is the earliest date to post an invoice or to create an inventory transaction, including returns, adjustments, purchase orders, and receipts. |
| Enter a default tax percentage. All taxable tasks on your invoices are taxed at this rate unless the service location has its own tax zone that has a different rate. |
| Enter a warranty amount. This is the warranty reserve amount specified to be consumed for every hour of a warranty job for this business unit. |
| Select overtime pay. Standard: Overtime pay for all hours worked in excess of 40 hours in a workweek. CA: Overtime pay for the first 4 hours worked in excess of a 8 hours in a work day. Double time pay for all hours worked thereafter until the beginning of the next workday. 10 Hour Workday: Overtime pay for hours worked in excess of 10 hours in a day. Overtime pay for hours worked in excess of 40 hours in a week. 8 Hour Workday: Overtime pay for hours worked in excess of 8 hours in a day. Overtime pay for hours worked in excess of 40 hours in a week.
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| [Optional] Enter a goal. This is the daily goal that appears on the Daily Huddle Report. |
| [Optional] Upload a PDF of your Authorization Terms and Conditions. |
| Enter an authorization paragraph. This is a short paragraph that customers agrees to, authorizing the work to be performed. Use {Terms} to generate a clickable link to the Authorization Agreement PDF that can be referenced in the test; without {Terms}, an uploaded Authorization Agreement is not be seen by the customer. Use {Total} for the Invoice Total. You can include any of the following placeholders in your authorization paragraph: {Total}: The invoice’s total {AuthorizedAmount}: The invoice’s total at the time the customer provides an authorization signature {Terms}: The link to terms and conditions {TechnicianName}: The technician with the highest split percentage on the job {TechnicianLicenseNumber}: The license number of the technician with the highest split percentage
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Acknowledgement Paragraph | Enter an acknowledgment paragraph. This is a statement confirming that the customer has looked at the finished work and authorized it’s completed. You can include the following placeholder in your acknowledgment paragraph: {Total}: The invoice’s total {AuthorizedAmount}: The invoice’s total at the time the customer provides an authorization signature {TechnicianName}: The technician with the highest split percentage on the job {TechnicianLicenseNumber}: The license number of the technician with the highest split percentage
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Mark jobs from this business unit No Charge / Unconvertible by default | Check this box if you would like to automatically mark jobs from this business unit as No Charge/Unconvertible. No Charge jobs include Recall jobs, Warranty jobs, and Other complimentary services. See Mark jobs as no charge or non-opportunity by default for more information on No Charge jobs. A job is considered Unconvertible if it is marked as a No Charge job, a Recall job, or a Warranty job and the invoice amount is less than the sold threshold. |
Mark jobs for Residential customers from this business unit as No Charge / Unconvertible by default | Check this box if you would like to automatically mark jobs for Residential customers from this business unit as No Charge/Unconvertible. No Charge jobs include Recall jobs, Warranty jobs, and Other complimentary services. See Mark jobs as no charge or non-opportunity for more information on No Charge jobs. A job is considered Unconvertible if it is marked as a No Charge job, a Recall job, or a Warranty job and the invoice amount is less than the sold threshold. |
Mark jobs for Commercial customers from this business unit as No Charge / Unconvertible by default | Check this box if you would like to automatically mark jobs for Commercial customers from this business unit as No Charge/Unconvertible. No Charge jobs include Recall jobs, Warranty jobs, and Other complimentary services. See Mark jobs as no charge or non-opportunity for more information on No Charge jobs. A job is considered Unconvertible if it is marked as a No Charge job, a Recall job, or a Warranty job and the invoice amount is less than the sold threshold. |
Don’t show technician item prices | Select to hide ALL pricing in mobile on a job based on the job's BU. This includes all items in Pricebook, price-related smart fields in PDF forms with N/A and disables the technician's ability to email the PDF form from mobile. Note: This setting overrides a technician’s permissions settings even if they have the View Item Prices permission enabled. |