General Company Settings

Set up your company profile and customize your settings easily! Brand your business by adding your logo and company details.

Accessing Your Company Profile

Go to Settings > Company Settings > General to update your company details.

Company Info

• Company Name – Enter your registered business name. This will appear on estimates, invoices, and other forms.
• Address – Make sure your address is correct. Choose your Timezone from the dropdown menu. If you prefer timestamps to reflect the device’s local time, check Use Device Timezone.
• Contact Details – Enter your company’s phone, email, and fax (not personal contact details).
• Company Logo – Click Select a Logo, choose an image from your device, and upload it.
• Website – Enter your company’s website.

Remember to click Save at the bottom of the page after making any changes!

Advanced Company Settings

Set up auto-numbering for jobs, invoices, and other records.

How to Set Up Auto Increment

1. Go to Settings > Company Settings > Advanced.
2. Choose which option to set (Jobs, Invoices, Estimates, Purchase Orders, or Customers).
3. Check Autoincrement to enable numbering.
4. Click Change, then enter your starting number.
   • If continuing an existing sequence, enter the next number in your series.
5. Repeat for other options as needed.
6. Click Save to apply changes.

Invoice Settings

• Set your Invoice Report period to monthly or weekly.
• Enable Late Fees if needed.
• Click Save after making changes.

💰 Late Fees in IndusTrack

IndusTrack allows you to automatically apply late fees to invoices that are not paid on time. You can choose how the fee is calculated and when it applies.

🔘 Two Types of Late Fees You Can Set:

1. Flat Fee
   • A fixed dollar amount is added to the overdue invoice.
   • Example: Add $25 each time an invoice becomes past due.
2. Percentage of Remaining Balance
   • A percentage is applied to the unpaid balance of the invoice.
   • Example: Apply 2% of the remaining balance as a late fee.

🕒 Grace Period Options

You can set a grace period before the late fee is applied. This gives customers extra time to pay before being charged.

Available grace periods:
1, 5, 7, 14, or 30 days

Example: If a 7-day grace period is set, the late fee will apply 7 days after the invoice due date if the payment hasn’t been made.

⚙️ How to Enable Late Fees

1. Turn on Enable Late Fee.
   • ⚠️ Late Fee Setting – Warning Message
     When you enable or disable the Late Fee setting, a warning message will appear:
     “This change will be applied to all existing and future overdue invoices.”
     
     ✅ What This Means
     The update will not only affect new overdue invoices, but also all current ones.
     Be sure you want to apply the change before confirming.
2. Choose the type of late fee (Flat or Percentage).
3. Set the grace period.
4. Click Save to apply changes.

Scheduling Settings

Control how job notes and time entries are handled when converting jobs into invoices.

• Automatically add job notes to invoice – Automatically includes job notes on invoices.
• Automatically add Pinned notes to invoice – Includes customer site notes on invoices.
• Automatically add office user notes to invoice – Transfers office user notes from jobs to invoices.
• Automatically add equipment notes to invoice – Adds equipment service notes to invoices.
• Automatically add estimate notes to the job – When converting an estimate into a job, notes will carry over.
• Lock the job from editing once invoiced – Prevents edits to jobs once invoiced.
• Add job/Travel time to Invoice – Automatically adds field employee time as a line item on invoices. (Disabled if QuickBooks integration is active.)

• Click Save after updating any settings.