Admin -> Settings
Location: {Your_SM_URL}/admin/settings/
Look & Feel
| Item | Description |
|---|
| Theme |
Choose your colour theme from the drop-down. |
Dashboard
| Item | Description |
|---|
| On Account |
Show only a summary of items on account, or list each individual invoice/job/onsite/computer. |
| # of upcoming on-sites |
The number of on-site jobs to list on the dashboard. |
| Invoices Due |
List items overdue, or all unpaid. |
Jobs
| Item | Description |
|---|
| Add Default Fee |
Add a default fee to service jobs (If no, the following settings are not used) |
| Default Fee Name |
Name/Label of default fee for non-priority jobs. |
| Default Fee Cost |
Price of default fee for non-priority jobs (no symbols, numbers only). |
| Priority Fee Name |
Name/Label of default fee for priority jobs. |
| Priority Fee Cost |
Price of default fee for priority jobs (no symbols, numbers only). |
On-Sites
| Item | Description |
|---|
| Sort on-sites by |
Sort on-sites by ID or Scheduled time (on dashboard and upcoming jobs pages) |
| Default Hourly Rate |
Price of default hourly rate for on-site jobs (no symbols, numbers only). |
| Bill 1/2 Hours |
If yes, on-sites will be billed in 1/2 hour increments. |
| Bill Minimum 1 Hr |
If yes, on-sites will be billed the first whole hour. |
Accounting
| Item | Description |
|---|
| Show Invoice # |
Show invoice number field (for external account programs) on jobs, on-sites, invoices and computers. |
Receipts
| Item | Description |
|---|
| Signature Line |
Show signature line on printed receipts & invoices. |
System
| Item | Description |
|---|
| License Key |
Your license key. If you need your key, it can be viewed from my.iFetch. |
| Check For Updates |
If yes, ShopManager will check if a newer version is available, and display a message on the dashboard. |
| Page Title |
Browser page title prefix. |
| Page Heading |
Heading as displayed on all ShopManager pages. |
| Currency Label |
Name of currency - displayed on invoices. |
| Currency Symbol |
Currency symbol - accepts symbols ($, €, £, etc), HTML codes (£, €, etc.), or alpha-numeric characters (Rs., Ir., etc). |
| Enable Dymo Printing |
Turn on/off dymo label print buttons. |
Email
| Item | Description |
|---|
| Send Email on new Job |
Sends email on booking of new service job or on-site/remote job. |
| Send Email on Checkout |
Sends email on checkout of service job or on-site/remote job. |
| Send Technician Emails |
Shows technician email/sms options on job/on-site booking pages. |