Company Management
ArboStar's "Company Management" module is a comprehensive tool designed to streamline the management of a company's various functions.
The "Company Management" section helps you personalize the system for your company's needs.
The settings in the "Company Management" section enable you better organize and automate the company's workflow.
To visit the company management page, click on the profile icon, and select "Company Management".
Here you are presented with various management personalization fields:
In "Office Information Management" section, you need to fill in the office address information.
This information will be used around the system.
In the "Date format Management" section, choose the date and time formats to be used around the system:
In the "Appointment Management" section, you can choose the appointment task length to be automatically used for the tasks.
If you set the “Task disappears from the map after (days)”, appointments would disappear from the "Tasks map" after the set days.
In the "Schedule Preferences Management" section you can set office and field workers' work start and end times:
In the "Crew Schedule Starts From" and "Crew Schedule Ends At" set the start and end times for the field workers.
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" section show the weekends, enable "Timeline Show Weekend".
If you prefer to see the office address on the Office Schedule Cards instead of a client’s name, enable “Office Schedule “Address” as card Title”.
If you want your clients to receive automatic notice about the set task, you can set the time of how long before the task the notice should be sent.
For that in the "How many minutes notice" field fill out how long before you'd like the system to send the notice.
In the "Estimates Management" section you can choose how you'd like clients to confirm estimates:
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 giving a deposit, enable "Allow Estimate confirmation via making a deposit".
If you want the unselected services to be visible in Estimate PDF, toggle the "Show optional unselected services in Estimate PDF" on.
You can also set the date in days after which the estimates expires in the "Estimates expires from revision date in days" section.
ArboStar currently offers Xero integration.
If you want to activate Xero integration please contact ArboStar's support team.
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.
The "Prices Management" section helps you set the details for estimation price calculation:
In the "Service Overhead Rate" filed 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” sign and fill in the tax name as well as the tax percent.
To edit an already existing tax, click on the “Pencil” icon.
To delete an already existing tax, click on the “Bin” icon.
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 work order PDF” field.
If the estimators receive a commission, add the commission percentage in the "Estimator Commission (%)" field.
In the "Integration Management" section you can set QuickBooks synchronization as well as Oauth Redirect Uri.
To learn how to set “QuickBooks”, please check out this article.
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.
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 in the "Payroll Lunch Time" section.
In the "Invoice Management" section you can set the overdue settings for invoice.
If residential clients have to pay overdue for invoices after a set amount of days, set the the required number of days in the "Overdue invoice for Residential client after (days)" field.
If corporate clients have to pay overdue for invoices after a set amount of days, set the the required number of days in the "Overdue invoice for Corporate client after (days)" field.
If municipal clients have to pay overdue for invoices after a set amount of days, set the 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.
Before the ArboStar users are able to 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".
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.
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:
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" icon.
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.
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” sign, fill out the reference type name and click “Save”.
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.
You can also delete or disable references.
To delete, click on the “Bin” icon.
Note that “Client” and “Employee” references cannot be deleted, only disabled. To disable, click on the "Eye" icon.
You can also edit the reference's name.
For that click on the reference and in the pop-up window edit the name.
The "Company Management" section helps you personalize the system for your company's needs.
The settings in the "Company Management" section enable you better organize and automate the company's workflow.
To visit the company management page, click on the profile icon, and select "Company Management".
Here you are presented with various management personalization fields:
"Office Information Management" section
In "Office Information Management" section, you need to fill in the office address information.
This information will be used around the system.
"Date format Management" section
In the "Date format Management" section, choose the date and time formats to be used around the system:
"Appointment Management" section
In the "Appointment Management" section, you can choose the appointment task length to be automatically used for the tasks.
If you set the “Task disappears from the map after (days)”, appointments would disappear from the "Tasks map" after the set days.
"Schedule Preferences Management" section
In the "Schedule Preferences Management" section you can set office and field workers' work start and end times:
In the "Crew Schedule Starts From" and "Crew Schedule Ends At" set the start and end times for the field workers.
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" section show the weekends, enable "Timeline Show Weekend".
If you prefer to see the office address on the Office Schedule Cards instead of a client’s name, enable “Office Schedule “Address” as card Title”.
"Client task settings Management" section
If you want your clients to receive automatic notice about the set task, you can set the time of how long before the task the notice should be sent.
For that in the "How many minutes notice" field fill out how long before you'd like the system to send the notice.
"Estimates Management" section
In the "Estimates Management" section you can choose how you'd like clients to confirm estimates:
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 giving a deposit, enable "Allow Estimate confirmation via making a deposit".
If you want the unselected services to be visible in Estimate PDF, toggle the "Show optional unselected services in Estimate PDF" on.
You can also set the date in days after which the estimates expires in the "Estimates expires from revision date in days" section.
Xero Management
ArboStar currently offers Xero integration.
If you want to activate Xero integration please contact ArboStar's support team.
"Phone format Management" section
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.
"Prices Management" section
The "Prices Management" section helps you set the details for estimation price calculation:
In the "Service Overhead Rate" filed 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” sign and fill in the tax name as well as the tax percent.
To edit an already existing tax, click on the “Pencil” icon.
To delete an already existing tax, click on the “Bin” icon.
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 work order PDF” field.
If the estimators receive a commission, add the commission percentage in the "Estimator Commission (%)" field.
Integration Management
In the "Integration Management" section you can set QuickBooks synchronization as well as Oauth Redirect Uri.
To learn how to set “QuickBooks”, please check out this article.
"Currency Management" section
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" section
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 in the "Payroll Lunch Time" section.
"Invoice Management" section
In the "Invoice Management" section you can set the overdue settings for invoice.
If residential clients have to pay overdue for invoices after a set amount of days, set the the required number of days in the "Overdue invoice for Residential client after (days)" field.
If corporate clients have to pay overdue for invoices after a set amount of days, set the the required number of days in the "Overdue invoice for Corporate client after (days)" field.
If municipal clients have to pay overdue for invoices after a set amount of days, set the 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.
"Verify a new sender email address/domain" section
Before the ArboStar users are able to 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" section
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" section
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:
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" icon.
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" section
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” sign, fill out the reference type name and click “Save”.
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.
You can also delete or disable references.
To delete, click on the “Bin” icon.
Note that “Client” and “Employee” references cannot be deleted, only disabled. To disable, click on the "Eye" icon.
You can also edit the reference's name.
For that click on the reference and in the pop-up window edit the name.
Updated on: 26/04/2023