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
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 theField workers. How to Setup Mobile App Settings for more details.
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
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
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 ...
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. On the left-hand main ...
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 ...
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 ...
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 ...