Get Started! How to Setup the Company Settings

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
Navigate to the Web Portal and login. On the left-hand main menu, select Admin-> Company Settings


Follow the tabs across the top of the page

Company Config 






A. General Settings: In the General Setting section, you can add your Company Name, Website URL, Brand Colour, 3PM Customer Number, Professional Services Key, Accounts Email Address and Head Office Address etc. How to setup the General Settings 
B. Portal Settings: Under Portal Settings you can choose the appropriate units and names for Default Labour, Plant, Material, Sub Contractor and Cartage unit, Activity Name, Activity Item Name, and Task Name. How to Setup Portal Settings 
C. Mobile App Settings: In the Mobile App Settings, You can restrict the access to forms for the Field workers. How to Setup Mobile App Settings for more details.
D. Finance Settings: How to Setup Finance Settings to find how to set up Finance under Company Settings
E. Communication 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.
How to Setup Communication Settings

Company Locations


Select the  in the top right corner of the screen to create a new location and fill in the dialogue box that opens. 
  1. Code:
  2. Description (Required):
  3. Address (Required):
  4. Used For (Required);
  5. Managers:
1. Select the  +  sign at the top right to add a logo. Acceptable file types are: jpg, jpeg, png, gif, svg, ttf, bmp, psd, webp, heic. 

The logo you upload will be available to use on any PDF file generated from the system. 
2. Enter the Logo Name, Upload the image, and using the drop down arrow select a size.  
3. Select Submit when finished.

Units

The Units are used in activities for measuring labour, material, cartage, plant, and subcontractors. These are based on the quantity rates of these resources. These quantity rates help in determining the amount of each resource required for completing a particular task or activity
  1. Navigate to the 3PM Construction Web Portal and login
  2. On the left-hand main menu, select Admin> Company Settings
  3. Click on Units 
  4. Click on the  +  sign at the top right to add a new units e.g. Labour Unit: Per Hour/ Per Day or Material Unit: Kg etc. 
  5. Submit to save it.

Tax Rates

  1. Click on the  +  sign at the top right to add Income Tax Rates. In New Zealand we use GST.
  2. Enter Name, choose the Tax Type from the Drop Down, and enter the Tax Rate.
  3. Click on Submit to save.

Info
Note: Please find some examples of tax Rates
 

Accounts


Archived Tax Rates








Archived Accounts


Manage Connections


Regions


Tags



Related Articles

How to Set Up Tax Rates
How to Set Up Accounts
How to Set Up Archived Tax Rates
How to Set Up Archived Accounts
How to Set Up Managed Connections
How to Set Up Regions
How to Set Up Tags









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