Set Up Your Company
How to create Locations
Follow the steps below to create a new Depot Location Watch this interactive video to see how it's done Navigate to the Web Portal and login On the left-hand main menu, select Admin>Company Locations tab Click on the at the top right Give you ...
How to use Placeholders
Placeholders are for data that will be dynamically replaced or populated later, usually during runtime or execution. These placeholders help in creating flexible templates or workflows that can adapt to various situations or data inputs without ...
How to Setup Units
You will learn how to set up the Units under Company Settings Watch this interactive video to see how it's done. The units used in activities for measuring labour, material, cartage, plant, and subcontractors are based on the quantity rates of these ...
How to Setup Communication Settings
This article will help you to set up the Communication Settings under Company Settings. When you send a text to staff from the staff report, their response will be sent as an email to the person you specify in the settings. Setting Up Communication ...
How to setup Finance Settings
You will learn how to set up the Finance Settings 1. On the left-hand main navigation menu, select Admin-> Company Settings 2. Scroll down to the Finance section and select the End of Financial Year for your company 3. Use Markup or Margin: Choose ...
How to setup Mobile App Settings
You will learn how to configure the Mobile App Settings under Company Settings The App Settings section contain the options to activate the forms on Mobile devices for the Field Staff or Field Worker. 1. Navigate to the Web Portal and login 2. On the ...
How to setup Portal Settings
This article will help you to set up the Portal settings under Company Settings The default quantity rate unit for the 5 activity items can be specified in the Portal Settings. Additionally, placeholders can be utilized to configure the default ...
How to setup General Settings
You will learn how to set up the General Settings under Company Settings>Company Config tab where you can add your Company Name, Logo, Website URL, Brand Colour, 3PM Customer Number, Profession Services Key, Accounts Email Address and Head Office ...
How to create Accounts
You will learn how to set up and customize accounts used for financial transactions, tax calculations, and other accounting-related functions. Here's a breakdown of the key elements you might find in the Accounts tab: Chart of Accounts: This is a ...
How to Add Tax Rates in Company Settings
This article will show you to set up the Tax Rates in the Company Settings Watch this interactive video to see how it's done! 1. Navigate to the 3PM Construction Web Portal and login 2. On the left-hand main menu, select Admin> Company Settings 3. ...
How to Add Company Logos
You will learn how to set up your Company Logos in the Company Setting. Company Logos can be used in Quotes, Health & Safety, Claims and Invoicing, Purchase and Bills Areas Watch this interactive video to see how it's done! Navigate to the 3PM ...
Get Started! How to Setup the Company Settings
This article will help you get started setting up your Company in 3PM. You will learn to to set up Company Logos, Units, Tax Rates, Accounts, Portal, App, Finance and Communication settings. Please follow the below steps to set up Company Settings ...