Company Settings - How to Video
This video will show you how to set up your Company Settings, including:
- Company Details
- Shipping Addresses
- Team Members
- Departments
- Access Permissions
- Refer a Friend
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Getting Started- Company Settings
How to Set up your Company Details
Click on ‘Settings’ in the left hand menu, within this click on the tab ‘Company Settings’ Here you can upload your company logo, change your currency, set a base hourly rate, mileage rate, company name and more.
Xero settings
Within the integrations tab, once your Xero account is linked you can edit the settings and set default nominal codes for your purchase orders, invoices and expenses. This means every time you add a product, all of the nominal codes are already set. ...
CRM Tab - How to Video
This video will show you how the CRM tab works on Specifi, including: - Setting up a customer - Adding notes - Scheduling activities - Adding tasks - Creating an opportunity - Moving an opportunity through stages
Cable Settings
Because Specifi has so many uses around a variety of services, we know that catering for every cable someone could ever use would be difficult and a very long list. Instead, we include some basic cables within our standard palate, and allow the user ...