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Docs Settings The Settings screen

The Settings screen

Where each part of Smartworks is set up, and which Settings pages only admins see.

Overview

Settings is where you set Smartworks up for your business: your company details, who can sign in, how each feature behaves, your job statuses, product groups, cost reports and the Xero connection. The menu down the left lists every Settings page, grouped by what it looks after.

The Settings menu, with Company at the top and the Users, Feature, Products, Reports and Connectors groups below

Opening Settings

Click Settings in the header bar of the Scheduler. Settings opens on the Users page. Click any item in the menu on the left to open that page.

The menu, from top to bottom

Some items appear only when you sign in as an admin. A user without the Admin role does not see Company, Statuses or anything under Connectors.

Menu item What you set there Admin only
Company Company name, email, location, timezone and date format Yes
Users group
Users The people who sign in, their roles and defaults
Add New Users A new person who can sign in
Plant/Equipment Equipment you book onto jobs
Feature group
Timesheets How time is entered
Mobile Notes and links your team sees in the mobile app
Invoicing Tax rate, line order and labour line wording on invoices
Point Of Sale The Cash Sale button and its default customer
Products Whether products must be in stock to be added to a job
Purchase Orders Defaults for new purchase orders
Statuses Job statuses and which ones Smartworks uses automatically Yes
Products group
Product Groups Groups your team picks products from
Add New Product Group A new product group
Labour Codes Which products count as labour
Reports group
Cost of Goods Sold Monthly cost of goods sold, and month locking
Products Stock on hand and stock balances
Connectors group Yes
Xero Connector The Xero connection and Xero settings Yes
Customers Hide Xero customers from Smartworks Yes
Suppliers Hide Xero suppliers, or make other contacts available as suppliers Yes

How changes are saved

Most feature settings save the moment you change them. Switches and drop-down lists save straight away and show Field updated. Text boxes have their own Save button beside them. Forms such as Company and Edit User have a save button at the bottom.

See also