Choose your company settings
The handful of settings worth deciding before anyone logs time, and what each one changes.
This page is about . Your system is set to a different one, so the screens and behaviour here may not match what you see. Use the switch at the top of the contents to change it.
Overview
Your company starts with Tradie’s standard settings, and most of them can stay that way. A few change what technicians see, or when their work reaches Infusion. Those are worth deciding before anyone starts, because changing them later means retraining. This page lists them, with the default each one starts on.
Step by step: open the Settings screen
- Log in to the Scheduler as an administrator.
- Click the hamburger icon at the top right.
- Under Company, click Settings.
- Type a setting’s name into Search to find it.
- Change the value. It saves as soon as you leave the field.
When time goes to Infusion
| Setting | Default | Decide |
|---|---|---|
| Overnight submit timesheet entries | On | Time is sent to Infusion shortly after midnight. Leave on unless the office wants to review every entry first |
| Enable mid-day submitting timesheets | Off | Turn on if Infusion needs the morning’s hours before the day ends |
| Auto submit timesheet entries | Off | Sends each entry as soon as it is saved. Technicians then cannot change an entry after saving it |
| Allow timesheets to be signed off | Off | Adds a supervisor’s sign off. It never holds entries back from Infusion. See Timesheet sign off |
How time is recorded
| Setting | Default | Decide |
|---|---|---|
| Default rounding | 15 minutes | The interval start and end times round to. Match how you bill |
| Lunch breaks | Off | Whether technicians add a lunch break, which job it is booked to, and how long it is. See Lunch breaks |
| Automatic overtime | Off | Set on each user. Moves hours past a daily cutover to an overtime labour code. See Automatic overtime |
What technicians see
| Setting | Default | Decide |
|---|---|---|
| Job Materials -> Homescreen | On | Lets technicians add materials from the home screen, not only from inside a job |
| Purchase Orders -> Homescreen | On | Lets technicians raise purchase orders. Turn off if only the office orders |
| Scheduler -> Mobile Notifications | Off | Lets the office send messages to technicians’ phones |
| Mobile screens | Standard | Which buttons and job tabs technicians see. See Mobile screen settings |
While you are getting started
| Setting | Default | Decide |
|---|---|---|
| Keep an audit of ERP transactions | Off | Keeps a record of everything Tradie sends to Infusion, and whether Infusion accepted it. Worth turning on for the first few weeks |
See also
- Settings reference - every setting, with what it does and its default
- Set up your team’s devices - the next step, once these are decided
- Check it arrived in Infusion - what these settings mean for when work reaches Infusion