What varies at your company
These guides are written for everyone using the platform, so some details depend on how your company has been set up. Everything the guides flag as configurable is collected here.
If something on this list does not match what you see, that is expected — check with whoever administers the system at your company.
| App | Guide | What can differ | What decides it | Where to check |
|---|---|---|---|---|
| Admin Manager | Admin Manager | Which sections appear under each menu | What your company has switched on, and what your login may do | Your system administrator |
| Admin Manager | Set up a client | The options in the Client Type list | The client types your company has defined | Your system administrator |
| Admin Manager | Set up a client | The options in Referral Source and DropOff Report | Lists configured for your company | |
| Admin Manager | Set up a client | Who appears in the Staff list | The staff records set up for your company | Admin Manager, under Business, then Staff |
| Admin Manager | Set up a client | Which services and rates you can attach to the client | The services and rate cards your company has set up | Admin Manager, under Business, then Rates |
| Admin Manager | Set up a client | Whether a job number prefix is expected, and what it looks like | Your company’s job numbering convention | |
| Client Manager | Client Manager | Whether your company uses schedules at all | How your company has set up recurring work | |
| Dispatch | Dispatch | Which columns appear on the job list, and in what order | The layout selected — layouts are saved and can be switched | |
| Dispatch | Dispatch | Whether you land on the rebuilt page or the previous one | A setting on your login, switchable from Settings | |
| Dispatch | Dispatch | The zones listed under Driver Locations | The delivery zones your company has defined | |
| Admin Manager | Signing in and finding your way around | The web address you sign in at | Your company’s name forms part of the address | Whoever set up your account, or an existing bookmark |
| Admin Manager | Signing in and finding your way around | Which apps appear on your App Hub | A combination of what your company has switched on and what your own login is allowed to do | Your system administrator |