This section shows your organization's name and country.
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You can configure the organization name here.
The country is displayed for information purposes and is not editable in Account settings. If your organization's country needs to be changed, please contact support.
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These settings control how your organization appears in external communications, including externally shared service visit reports and other outgoing communications.

Feel free to adjust the branding settings as many times as needed until the result works well with your company's branding. Use the sample report to review the combination of logo, color, and font before settling on your preferred look.

Add your organization's office locations and addresses here. These locations appear in the drop-down list that mobile users see when selecting where they start and finish their working day. Keeping this list accurate is essential for proper record-keeping.

Use the plus icon to add an office, the pencil icon to edit an existing entry, and the trash icon to remove one.

Manage the email address or addresses shown in this section.
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External customer reports are sent from [email protected] to help prevent them from landing in spam. Here, you can choose the email address customers should reply to if they want to contact your organization directly.
Use the pencil icon to edit an entry or the trash icon to remove it.

When geofencing is enabled, mobile users are prompted to activate geolocation on their devices when they start or finish their working day and when they start or finish each job. The collected location stamps are used to show geolocation markers in Timesheets, indicating whether the person was where they were expected to be, and to power the Team locations section in the Back Office.
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Across our customer portfolio, the most common radius is roughly one mile for customers who use miles, or one kilometer for customers who use kilometers. This is usually enough for scenarios such as a technician parking in a lot and walking to the building. If you need more precise location boundaries, you can narrow the radius to around half a mile or half a kilometer.
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When geofencing is enabled, mobile users are prompted to activate geolocation on their devices when they start or finish their working day and when they start or finish each job. The collected location stamps are used to show geolocation markers in Timesheets, indicating whether the person was where they were expected to be, and to power the Team locations section in the Back Office.
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If geofencing is disabled, mobile users are not prompted to activate geolocation for these events. Timesheets will not show geolocation markers, and the Team locations section in the Back Office will not be available because it relies on location stamps collected through geofencing.
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Set the standard opening and closing times for each day of the week, including break start and break end times. This lets you establish the schedule that is typical for your region or organization.
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For a faster setup, enter the standard schedule that is common in your region first, then select “Apply to all sites”. Review your Service Sites afterward and adjust the opening hours individually for any locations that follow a different schedule.
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This is much quicker than configuring the same hours manually for a large number of sites.