Articles tagged configuration
Packages bundle an asset, a date pattern, and a list of add-ons into one sellable unit. Useful for repeating shapes — but easy to overuse. Here's when to build one and when to skip it.
Tax categories let you charge different tax rates on different kinds of items on the same invoice. Here's how categories, tables, and pricelist items work together so the right tax shows up automatically.
Industry forms — HVAC evals, marine boat info, IT equipment lists, chimney inspections — auto-attach to jobs based on the job type. Here's the rulebook for what binds when, and how to fix mismatches.
Late fees are a policy decision before they're a software setting. Decide your grace period, your fee structure, and who's exempt — then configure the system to enforce it consistently.
Time types (Regular, OT, Travel, custom) classify each punch. Payroll categories roll those types up to your actual pay structure. Get this right before techs start punching.
Before you set up a single tax rate, decide which strategy matches your business: one-size-fits-all, by line type, by jurisdiction, or by customer. Picking the right one on day one prevents painful re-issues later.
Insurance certificates, vessel registrations, government IDs — different asset types require different documents. Configure the requirements once at the type level and the system tracks compliance automatically.
Asset types are the categories your bookable inventory falls into — slips, sites, cabins, units. Get these right first, because every asset inherits its defaults from its type.
Job types are the central switchboard that decides which industry forms attach, which workflow runs, and how a job is reported on. Get them right early — they're tedious to refactor later.
Beyond strategy: how to actually configure tax tables, stack state plus county plus district rates, and use thresholds for tiered taxes like single-article and luxury rates.
Meter electricity, water, or sewer dump per asset and bill the actual usage back to the tenant. How readings flow in, how billing works, and the gotchas to watch for.
Upload an aerial photo or marina/campground layout, draw zones, and pin assets at coordinates. Visual booking is one of the system's better features — but the upload has gotchas worth knowing first.