There are several configurations you can adjust to tailor the system to meet your business needs. These settings will affect how new bookings are created and managed.
To have access to changing configurations, you will need administrator access. You can learn more about roles, access levels and permissions here.
Booking person goes straight to site(STS) by default
If yes, every person added to a booking will default to Straight to Site (STS). A STS person will be given the booking start time as a meeting time and be told to meet on site.
If no, they will be given the depot meeting time and told to meet at the depot first.
Booking requires client order numbers
Specifies if a booking has a mandatory client order number.
Bookings require site contact
If yes, then a booking will not be saved until at least one site contact has been supplied.
Calendar first day of week
Sets which day the calendar week starts on (Sunday, Monday, Saturday).
Default job length
Specifies the default job length. So if 8 is selected, then the approximate end time will be put 8 hours after the start time.
Depot meeting time offset
This sets the configurable depot meeting time offset value.
When you set the booking start time, it automatically sets the depot and site meeting times as well. The configurable depot meeting time offset determines how much earlier the automatic depot time will be.
Guess roving site address
Guesses the street address of a roving site entered via the mobile app by reverse geocoding the latitude and longitude.
Lock dockets after client signed
Determines whether or not a docket should be locked immediately after client signs it off.
permit_validity_window_minutes
Booking can be X many minutes outside selected permit time.
Specify default depot meeting time
If yes, a depot meeting time will be automatically calculated, and a booking may not be saved unless a depot meeting time is specified. Depot meeting times are used if the individual is being sent to the depot first, rather than straight to the site.
If no, then no depot time is calculated, and a depot meeting time does not have to be declared.