Default Settings

Default Settings in Ascora allows you to set up your default settings for Customers, Supplies, Purchase Orders, Email Notifications, etc..

To do this, go to Administration → Defaults and this covers a few more areas from Location Settings to Scheduler Settings, and important key areas like job default settings, invoice default settings and Supplier Invoice settings.

Location Details

In Location Details, you can add your country, state, Time Zone, as well as Currency Symbol. This impacts your address searches when creating jobs or quotes.

You also have the option to Show Latitude and Longitude on Site Address by ticking the corresponding box.

Scheduler

Under Scheduler, you can set up your default start time and end time for jobs.

Leave Type - is where you can select your default leave type.

Create Labour when confirming times - you can tick this box to enable this setting or untick to disable.

Set Schedule Colours Only By Status - if this is enabled, all your jobs and quotes will be colour coded according to default status colours which is standard across Ascora.

If you enable this setting, you can colour code your job types and you can do it in Administration → Jobs → Edit → Choose Custom Colour.

Below image shows the default Ascora colours for quote and job statuses.

Customers

When you create customer contacts, you need to assign a role and it is in this area where you can set a default role.

To create a Customer Contact, go to Customers → access your customer details and click Contacts → New.

Supplies

Under Supplies, you have the option to show or hide unit of measurement, supplier part number, and images.

You can also select your default Write In Category.

To add a Write In, go to Jobs, access one of your jobs → Supplies → and click on + Add Write In. 

Kits

You can enable or disable the setting to show images on kit list by ticking or unticking the box.

Purchase Orders

Under Purchase Orders, you can set up your default PO Delivery Location, PO Template, as well as choose on how you want to combine your purchase orders or not combine at all.

It is in this area where you can enable the setting to have an approval for all purchase orders.

When Purchase Oder Approval Required is enabled, when you access your PO,  you will see a button called Approve Purchase Order for granting approval.

Service

This setting affects automatic job creation for service based ones.

For more information, please see Equipment user guide.

Tasks

Under Tasks, you can select your default Task Filter as well as Default User Task Filter.

Nav Menu

Only Show Client Roster - when you enable this setting, all of the Scheduler Views such as Job Scheduler, Calendar, Job Whiteboard, and Map Scheduler are hidden except Client Roster.

Show User Tab On Main Menu - the default is you can see Users by going to Administration → Users but if you enable this setting, Users tab will become available in the Main tabs area located next to Map.

The following image shows Users tab located beside Map after enabling the above settings.

It also shows Roster instead of Scheduler and this is how it looks like if we enable the setting Only Show Client Roster.

Recurring Jobs / Maintenance Jobs Creation

This setting impacts automatic creation of recurring jobs. Once you check the box for Use Customer Recurring Job Creation Settings you will be given the option to set how many days in advance recurring jobs are created.

Tip: To learn more about recurring jobs, please access How to create a Recurring Job user guide.

Retentions

This area allows you to use Retentions and when enabled, you have a few default settings to configure.

Tip: To learn more about Retentions, pleae access Managing Retentions user guide.

Inventory & Equipment

This is where you can enable Inventory Tracking and once enabled, you will see a few more options such as Stock Adjustments, Stock Transfers, Stock Take, and Stock Reorder when you access Inventory tab.

Equipment

This is also where you can enable Equipment Pass/Fail which impacts how you manage Equipments.

Tip:To learn more about Equipment, please access Equipment user guide.

General

This is where you can change the default page size in Ascora whether you choose to increase or decrease.

Supplier Invoicing

In this area, you have a lot of settings to enable or set as defaults when it comes to Supplier Invoice.

Default Cost Recalculation Method - you can choose either to Maintain Markup, Maintain Job Sell Price, or Use Highest.

Default Markup Value - you can set a percentage and this applies for items that have no unique mark ups set up.

Set Supplier Invoices As Expenses From Automatic Email Import - when you enable automatic supplier invoice import, you can enable this setting if you want all of your supplier invoices set up as Expenses. If this is not applicable in your business, disable this setting.

If a Supplier Invoice Document is Imported Multiple Times - you can choose either to Do not create or update supplier invoice lines, duplicate current supplier invoice lines, or update existing supplier invoice lines or create new ones.

Accept Imported Supplier Invoice - you can set it to Yes, or No, or Only if Job is Allocated.

Receive Stock from Imported Supplier Invoices - enable this setting if you want to automatically receive  stocks from imported supplier invoices otherwise, you can disable this setting and you can just manually receive stocks.

Allocate Stock To - you can select to allocate to Default Location, Assigned Technician's Location, or Specified Location.

Push Supplier Invoices To Xero - enable this if you want all of your supplier invoices to be pushed across to Xero automatically.

Allocate number as Job or PO - when you have supplier invoice automatic import by email, this setting dictates how reference numbers are read and you can choose to either allocate numbers as Job or Purchase Order.  This only works when the number has no prefix for Job or PO and there is no prefix set on system settings or both prefixes are set.
Note: This will be automatically adjusted to 'Job' if supplier invoices are being imported as expenses.

Quotes

This area allows you to set a few default settings for Quotes such as Quote validity and default quote template.

You also have the option to set which information will be copied over when converting a quote to a job.  Simply tick or untick the corresponding boxes.

Select the Recipient for Online Quote Acceptance Emails - this setting allows you to specify the email address to receive the automated email once a quote is accepted online. Alternatively, you can tick the box to send the notification to the assigned users.

Jobs

In this area, you can select a few default settings related to Jobs such as Labour Charge Interval in minutes, default Job Type, default Callout, and Team ID.

You could also select your Default Job Pricing Method in this area whether you want it to be always Time And Materials or probably Stages.

Default Add New To Pre-existing Orders on Supplies on Jobs - you can enable this setting if you want to Add New Supply To Pre-existing Orders.

Invoices

This is the area where you can select your default invoice templates and a few more settings.

Display the following on an invoice header - you can select which information will be shown in your invoice header.

Email Notifications

This area allows you to activate email notifications when a user is assigned an Enquiry, a Qute, a Job, or a Task.

One of the key areas is enabling email notification when a job could not be completed or reattendance is required.

This is where you could also set email notification for expiring licenses.