Account Settings | Features

By enabling you to easily manage and update important details, the module streamlines your business operations and ensures that you have access to the information you need when you need it.
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Key Features

Profiles
The Profiles feature is an essential tool for managing employee data. It lets you create profiles for each of your employees with their necessary information, such as their name, contact details, job title, and department. You can also set roles and permissions for each employee, ensuring that they have access to only the information they need to perform their job. Profiles can be updated at any time, and new employees can be easily added to the system as they join the company. By having an up-to-date employee database you can manage your team more efficiently. This feature also helps you to improve communication across your team, with the ability to contact employees directly from their profile. Additionally, you can allocate specific tasks or jobs to employees based on their profile information. The Profiles feature ultimately streamlines HR operations, ensures the security of sensitive employee data, and helps businesses to make more informed decisions about their workforce.
Company Details
The Company Details feature provides a centralized platform to store all necessary information about your business. From basic details such as the name, address, and contact information to more advanced information such as company logo, bank details, and VAT compliant tax codes, this feature ensures that you can quickly and easily access all the information you need. You can also create a more professional image for your company. By adding your logo, you can make your invoices, quotes, and other business documents look more polished and personalized. Additionally, the ability to store your bank details and VAT compliant tax codes means that you can easily and accurately manage your financial transactions, saving you time and reducing the risk of errors. Overall, the Company Details feature is an essential tool for managing the administrative aspects of your business in a streamlined and efficient manner.
Services
The Services feature provides users with the ability to manage their services in a centralized location, making it easy to access and update information as necessary. It enables users to customize their services according to the focus of their operation, taking into account the services they offer. This feature allows users to categorize their services, set prices for each category, and define specific details about each service. Users can also add a brief description of each service, along with a list of keywords to help with search engine optimization. Users can effectively manage their pricing and services based on their specific business needs. This feature enables users to add or remove services, update pricing, and descriptions quickly and efficiently, which can help reduce errors and save time. The Services feature gives users with the tools they need to manage their services in a user-friendly and efficient way.
Customers
The Customers feature provides a comprehensive database of customer information that can be easily accessed and updated. With it, users can create detailed profiles for each customer, including their contact information, billing address, and any special requirements or notes. The customer portal allows customers to access their own information and easily place new orders or track their existing ones. This makes it easy for users to quickly find customer information when it is needed and streamline communication with customers. One of the key benefits of the Customers feature is that it makes invoicing and payment processing much more efficient. With the ability to set up invoice settings for each customer, users can easily generate and send invoices with just a few clicks. The multiple address feature also allows users to store and access different shipping and billing addresses for each customer. With the customer portal, customers can view their invoices and payment history, as well as make payments directly through the system. This feature helps users save time and reduce errors by streamlining the invoicing and payment process, while also providing an improved experience for customers.
Vehicles
The Vehicles feature allows you to manage and keep track of all the vehicles in your fleet. This feature provides an organized view of all your vehicles with their detailed information, which can help you make informed decisions regarding your fleet management. It provides detailed information about each vehicle, including its make, model, year, registration number, and more. You can also track your vehicles' maintenance and service history and schedule future services. Additionally, this feature allows you to keep track of the vehicles' tax, insurance, and other documents, ensuring that they are up-to-date and easily accessible. Additionally, you can gain complete control over your fleet and manage your vehicles efficiently. You can also monitor your fleet's performance and plan for maintenance and replacement in advance, which can save you both time and money. Moreover, by having a comprehensive view of all your vehicles in one place, you can easily identify areas for improvement in your fleet management and make data-driven decisions to enhance your overall operations.
Drivers
The Drivers feature provides a comprehensive management system for all your drivers. You can add new drivers, track their progress, and store all relevant information in one place. It includes a profile for each driver where you can input their contact details, license information, work schedules, and much more. You can also set alerts for important events such as license renewals or medical check-ups to ensure that your drivers are always up to date and compliant with regulations. The Drivers feature is designed to make the process of managing your drivers simple and efficient, allowing you to focus on other aspects of your business. In addition, you can access detailed reports that show you how many miles each driver has covered, the fuel consumption for each vehicle, and the number of hours worked by each driver. This information can be used to optimize routes, reduce fuel consumption, and increase the efficiency of your operations. The Drivers feature provides you with complete visibility over your drivers and their performance, enabling you to make better-informed decisions and improve the overall efficiency of your business.

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