Support / Administration
Company settings
Identity, defaults, categories and terminology.
| Setting | Affects |
|---|---|
| Company identity | Name and logo on generated documents — work instructions, evidence packs, supplier PDFs |
| Units | Metric or imperial defaults for weight, length and volume |
| Currency | Default for pricing and cost rollups |
| Date format | How dates display throughout |
| Categories | Part categories, which drive numbering, schedules and default fields |
| Terminology | Rename modules to match your language — "Programme" instead of "Project", for instance |
Categories
Worth getting right early. Categories drive numbering, which schedules appear, and which fields are required. Adding one later is easy; recategorising a thousand existing parts is not.
Still stuck?
Email [email protected] and a person will pick it up. Include the part number and what you were doing — it saves a round trip.