General

Customize Your Company Profile

Make your business stand out by updating your company details in IndusTrack. Follow these steps:

1. Go to Settings: Click on Settings > Company Settings > General.
2. Update Company Information: Check and update your company name, address, and contact details. Fields marked with (*) are required.
   • Company Name – Ensure accuracy for customer forms.
   • Address* – Verify address and select the correct timezone. Check Use Device Timezone for device-based timestamps in reports.
   • Contact Details – Provide general company contact info (not personal details).

Important: Always click Save at the bottom of the page to keep your changes.

Managing Your Company Logo

• To Upload a Logo: Click Select a Logo, choose a file, and Save.
• To Change the Logo: Click Select a Logo, upload a new image, and Save.

• To Remove the Logo: Click the delete (X) icon and Save.

Advanced Company Settings

For better tracking and documentation, set up auto-numbering for invoices, estimates, and jobs.

Enable Auto-Numbering

1. Go to Settings > Company Settings > General > Advanced.
2. Choose the category (Jobs, Invoices, Estimates, Purchase Orders, or Customers).
3. Check Autoincrement and enter a Starting Number.
4. If you already have invoices, use the next number in your existing sequence.
5. Click Save.

Invoice Settings

• Set Invoice Report Period: Choose Monthly or Weekly.
• Enable Late Fee: Optional setting. Click Save after changes.

Scheduling Settings

For smoother job-to-invoice transitions, enable these options:

• Auto-add Job Notes – Job notes transfer automatically to the invoice when enabled; otherwise, add them manually.
• Auto-add Pinned Notes – Customer location/site notes are included in the invoice automatically if enabled.
• Auto-add Office User Notes – Office user notes from the job will carry over to the invoice when enabled.
• Auto-add Equipment Notes – Equipment service notes are added automatically to the invoice upon job conversion.
• Auto-add Estimate Notes to Job – Estimate notes will transfer to the job automatically when converted.
• Lock Job After Invoicing – Prevents further edits once a job is invoiced if enabled.
• Add Job/Travel Time to Invoice – Automatically includes employee work time as a line item unless QuickBooks integration is active.

Click Save after making changes to apply settings.