Administration
Configure your company, team, templates, number ranges, branding, data transfer and more
Set up your company
Company master data and base settings
Locations
Manage branches and locations
Users & roles
Invite staff, RBAC, API keys
API access
API keys and OAuth for external apps
Custom fields
Extra fields for contacts and products
Number ranges
Configure document numbers
Document templates
Customize the PDF layouts for documents
Text templates
Maintain reusable text blocks
Appearance & branding
Customize logo, colors and navigation
Import & export
Move data in and out via files
Printers
Set up printers and label printing
Activity log
Trace changes
Global search
Configure the search scope
AI features
Enable AI-powered features
Order settings
Tags, workshop tags, labels
Security settings
Mandatory 2FA, sessions, password rules
How is this guide?
Statistics & analytics
Analyze your business with revenue, ticket, customer, product, vehicle, staff, proposal and email dashboards — with KPIs, charts and export.
Set up your company & organisation
Maintain your company master data: logo, contact details, VAT ID, address, bank details, country/currency and default tax rates for invoices, proposals, orders and delivery notes.