Settings
Workspace
Organisation profile
Your logo and the contact details clients see on every report, quote and invoice.
Logo and company details
Read-only in the demo. In your own workspace every field here is editable.
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Workspace
QR codes & labels
Where your door codes come from, and the format used when printing labels for them.
Where your codes come from
Choosing your own codes hides the buttons that generate a code and print a label, everywhere in the app. Nothing already tagged is affected. Your own stickers are read by the scanner inside the app only: a client pointing their phone camera at one will not reach the door’s record.
The code source applies straight away. The label format is used the next time you print.
Quoting & pricing
Invoicing defaults
Deposit, VAT and payment terms applied to every new quote and invoice.
Deposit, VAT and terms
Read-only in the demo. In your own workspace every field here is editable.
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Quoting & pricing
Fire door presets
The featured mixes in the Fire Door configurator. A preset pre-fills rating, leaf, frame, glazing and hardware so a common door type is quoted in seconds.
Featured mixes in the configurator
Read-only in the demo. In your own workspace every field here is editable.
FD30S single, plywood
FD60S double, oak veneer
FD30 glazed vision panel
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Quoting & pricing
Pricing
What your quotes and invoices charge. A client or a single inspection can have its own prices.
Fixes and prices
When an inspector fails a part of a door, the quote uses that part's fix. Every price is materials plus labour.
Replaced doors
Don't charge labour twice on a replaced door: its other repairs are charged for their materials only. Disposal and Decoration are added once to any door that gets a new leaf.
Inspection prices
What an inspection quote charges, before any repairs.
What clients see
Each repair, with materials and labour. Any single quote or invoice can use a different choice.
Quoting rules
Leave a box empty to switch that rule off.
Special prices for a client or an inspection
The most specific price wins: an inspection's price, then the client's, then yours.
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Quoting & pricing
Configurator overrides
Prices per Fire Door builder option group — separate from the inspection quote rates in Pricing. Leave one blank to use the published default.
Prices per builder option
Read-only in the demo. In your own workspace every field here is editable.
Fire rating — FD60
Glazing — 350x350 diamond
Closer — concealed
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Inspections
Inspection components
The tap-to-fill checklist your inspectors work through on site, and the one-tap fail reasons under each component with their risk level. What a failed part costs to put right is its fix, on the Pricing page.
Components inspectors see, and what each fault costs
Read-only in the demo. In your own workspace every field here is editable.
Door leaf
Hinges
Intumescent seals
Self-closing device
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Inspections
Capture layout
How the capture screen is arranged on phones and tablets. Everyone in this workspace uses the same one.
On site
Both record exactly the same information and save to the same place. They differ only in how much of the door you see at once.
Camera on Android
Android phones and tablets only. It has no effect on iPhone or iPad, which always use their normal camera.
Applies the next time a device loads an inspection. Anyone working offline keeps their current layout until they are back on signal, so nothing changes mid-door.
Documents & emails
PDF appearance
How the PDFs you send to clients look, and the message printed on your reports.
Design
Applies to documents created from now on. A report or document already stored keeps the design it was made in.
Brand colour
Used for the cover band, table headings and totals. Pass, fail and risk colours never change.
Readable. White text reads clearly on this colour.
Fire door report sections
Choose which optional sections your fire door inspection reports include. Contents and page numbers adjust to match.
Footer message
Printed on your inspection and survey report PDFs, alongside the inspector’s details.
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Documents & emails
Terms & conditions on your documents
The legal wording printed on reports, quotes, invoices, completion records and RAMS — every document, edited in one place. In the app you pick a document from the list down the left and reword its sections on the right; each document saves on its own.
Wording printed on your documents
Read-only in the demo. In your own workspace every field here is editable.
Fire door inspection report
Fire stopping report
Quotations
Invoices
Completion & evidence records
RAMS
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Documents & emails
Reminder timings
When the workspace chases a quote, an invoice, or an inspection that is coming due.
How long the app waits before chasing
Read-only in the demo. In your own workspace every field here is editable.
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Documents & emails
Email templates
The wording of everything the workspace sends on your behalf. Reword the subject and message, preview it with real data, and send yourself a test before a client ever sees it.
Subjects and wording
Read-only in the demo. In your own workspace every field here is editable.
Quote sent
Invoice reminder
Inspection confirmed
Portal invitation
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Tools
Payouts & Stripe
Review Stripe status and keep invoice payouts flowing to your bank account.
Stripe connection
Read-only in the demo. In your own workspace every field here is editable.
- Stripe account acct_1PqR4kJ2xLm9Wd7T
- Status Active — payouts enabled
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Tools
Offline cache
Clear cached pages, media and offline drafts from this device. Nothing on the server changes.
Cached pages, media and drafts
Read-only in the demo. In your own workspace every field here is editable.
- Status Ready
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Tools
Install to Home Screen
Open install instructions for a faster app-like experience on this device.
Where to get it
Read-only in the demo. In your own workspace every field here is editable.
- Platforms iPhone, iPad, Android, Chrome
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Tools
Sample data
Remove the sample clients, properties, inspections and quotes created by the first-win guide and the guided tour.
Sample clients, properties and jobs
Read-only in the demo. In your own workspace every field here is editable.
- Status Ready
Editing is disabled in the demo. Everything here is yours to change in your own workspace.
Danger zone
Delete workspace
Permanently deletes this workspace and all of its data after a 30-day grace period. Export your records first.
Confirm workspace deletion
Read-only in the demo. In your own workspace every field here is editable.
Editing is disabled in the demo. Everything here is yours to change in your own workspace.