ArboStar's Company Management module is a comprehensive tool designed to streamline the management of a company's various functions. It helps you personalize the system for your company's needs and automate the company's workflow.
- To visit the company management page, click the profile button, and select Company Management.
Here you are presented with various management personalization fields:
Estimates Management
Under Estimates Management you can choose how you'd like clients to confirm estimates based on the client type:
- Specify the client's type from the dropdown list, to make unique settings for all clients of the selected type.
- If you want your clients to confirm estimates by making a deposit on a Portal, enable Allow Estimate confirmation via making a deposit and specify the deposit value.
- If you want your clients to confirm estimates via signature, enable Allow Estimate confirmation via signature.
- If you want your clients to confirm estimates by making a deposit and via signature at the same time, enable Deposit along with Signature only.
Prices Management
The Prices Management section helps you set the details for estimation price calculation:
In the Service Overhead Rate field, you can fill in your service overhead rate that will later be used on the Create Estimate page.
In the Tax field, the taxes can be added, edited, or deleted.
- To create a new tax, click on the green Plus button and fill in the tax name as well as the tax percentage.
- To edit an already existing tax, click on the Pencil button.
- To delete an already existing tax, click on the Bin button.
If you want the Workorder PDF to include dollar amounts for the services and for the total WO, choose the Enabled option in the Amounts in the workorder PDF and Fieldworker App field.
If the estimators receive a commission, add the commission percentage in the Estimator Commission (%) field.
Date format Management
In the Date Format Management, you can choose the date and time formats to be used by the system and set the first day of the week on the Crew Schedule.
Integration Management
ArboStar currently offers QuickBooks and Xero integration. Click on the preferred option to be transferred to the corresponding login page.
To learn how to set QuickBooks, please check out this article.
Task and Appointment Management
Here, you can set the appointment task length to be automatically used for the tasks.
- If you set the Task Push Notification Delay (minutes), the estimator will receive the push notification with the corresponding delay.
- If you set the Task disappears from the map after (days), appointments would disappear from the Leads/Tasks map after the set days.
Schedule Preferences Management
Under the Schedule Preferences Management you can set the start and the end of a working day on the Office and Crew Schedules
- In the Crew Schedule Starts From and Crew Schedule Ends At set the start and end times for the Crew Schedule.
- In the Office Schedule Starts From and Office Schedule Ends At set the start and end times for the Office workers.
- If you want the Timeline view in the Crew Schedule to display the weekends, enable the Timeline Show Weekend option.
- If you prefer to see the project address on the Office Schedule Cards instead of a client’s name, enable the Office Schedule Address as card Title option.
Currency Management
In the Currency Management section, fill out the currency symbol and choose the currency symbol position to be used across the system and in the PDFs.
Payroll Settings Management
In the Payroll Settings Management section, if deductions from payroll are allowed, switch the toggle on.
If the lunch break is mandatory:
- Switch the Payroll Lunch toggle on,
- Set the hour duration after which the lunch break is added to the payroll in the Payroll Lunch After Worked Hours section
- Set the lunch duration under the Payroll Lunch Time section.
Invoice Management
In the Invoice Management section, you can set the overdue settings for invoices.
- If residential clients have to pay overdue invoices after a set amount of days, set the required number of days in the Overdue invoice for Residential client after (days) field.
- If corporate clients have to pay overdue invoices after a set amount of days, set the required number of days in the Overdue invoice for Corporate client after (days) field.
- If municipal clients have to pay overdue invoices after a set amount of days, set the required number of days in the Overdue invoice for Municipal client after (days) field.
- In the Overdue interest (%) field add the % for overdue invoices. Note that the % is applicable for all types of clients.
- If the Allow Tips option is ON, the users will be able to add tips on the invoice portal, while paying for the invoice.
Please note that tips can also be refunded when refunds are processed. The amount will be listed but marked inactive if no tips are given.
Phone format Management
With the dynamic phone number length, the system allows for different phone number formats and sizes based on regional and country standards, accommodating local conventions and avoiding fixed-digit limitations.
- In the Country code section pick the code of the country you currently operate in.
- In the Phone format section pick the format you would like to be used around the system.
- From the Phone mask section, you can either pick the auto format or set a custom format.
If you pick the Custom format option you'll have different options for phone number length available in the system.
Verify a new sender email address/domain
Before the ArboStar users can send emails from the system with their email addresses, the email addresses need to be verified. To verify, fill out the email address in the Verify a new sender email address/domain section and click Verify.
Amazon Identities Verification Info
After the email addresses are put for verification in the Verify a new sender email address/domain section, they are available in the Amazon Identities Verification Info section. Here you can see the email verification status or delete them.
- To see the verification status and other settings for the email address, click on the Settings button.
- To delete, click on the Bin button.
Tag Management
Tags Management feature can be a useful tool for improving organization, efficiency, and collaboration within a system by enabling you to quickly locate and access relevant information.
All tags that are used in the system are displayed in the Tag Management section:
If the option Allow users other than Admin to add tags is on, all employees within the user type: user can add tags and edit them
You have the option to Rename and Delete the tags. To do so, click on the tag and an Edit tag popup will appear.
- To rename the tag, fill in the Name section and click Save.
- To delete the tag, click on the Bin button.
To learn more about how tags work on the web, click here and to learn more about how tags work on the mobile app, click here.
References
In the References section, it is possible to moderate the client reference list as well as add references based on your company needs.
- To add a new reference option, click on the green Add button, fill out the reference type name, and click Save.
If the Display UTM Parameters toggle is On, the system will display UTM parameters in Lead List, Lead Statistics and Lead CSV file for marketing analysis. Disable it to hide UTM parameters from being shown in the system.
It is possible to arrange the client reference list in accordance with your needs.
- To arrange the list, click on the preferred reference and drag it to the preferred sequence
- To delete, click on the Bin button.
- You can also edit the reference's name. For that, click on the reference and in the pop-up window edit the name.
Note that Client and Employee references cannot be deleted, only disabled. To disable it, click on the Eye button.