General Settings can be changed using the Edit button:


By editing the General Settings you can:

  1. Company Logo - Upload your company logo which will allow it to be used on email templates, and the Trackplan header bar when expanding the side menu. The image must use a PNG file that is roughly 120px wide X 25px tall, or a similar ratio. You can upload your logo or remove it. 
  2. Company Name - Enter your company name. This can be used on email templates when sending out emails from Trackplan.
  3. Country - Select a default Country.
  4. Time Zone - Choose a default time zone. This will be used when calculating due and expected dates from job priorities, for displaying dates in job notes and emails and also, for calculating resource rates from the rate cards. 
  5. Date Format - Set the preferred date format e.g DD/MM/YYYY (UK) or MM/DD/YYYY (USA)
  6. Job Duration - Set the length of the job duration. It will be defaulted to 2 hours if not specified otherwise. 
  7. Default Resource Rate Card - Select the default resource rate card.
  8. Working Day Start - Set the working day start. These times will be used in the calculation of reactive job due dates and expected dates job priorities. 
  9. Working Day End - Set the working day end. These times will be used in the calculation of reactive job due dates and expected dates job priorities. 
  10. Weekend Days - Set the weekend days to either Friday/Saturday or Saturday/Sunday. This will be used when calculating due and expected dates from job priorities. For example: slanned schedule jobs, for what says of the week to show on the calendar, for generating a new time sheet, calculating resource rate cards.
  11. Financial Year Start Day - Set the day / date on which the financial year starts (you may select the month under the next option). This will be used when reporting on the financial year.
  12. Financial Year Start Month - Set the month on which the financial year starts. This will be used when reporting on the financial year.
  13.  Use Main Contractors - Set up main contractors. If you enable Main Contractors, you can assign a resource to be a Main Contractor in the Resource Area. Under each Main Contractor you can set up their team of engineers and subcontractors, each as a resource. You can even give access to the Main Contractor to set up their own team by giving them appropriate access in the users area. Also you can manage the compliance of each Main Contractor and their team of engineers.
  14. PDF Paper Size - Set the PDF paper size. This will be used when creating PDFs from a Job and a Job Task. This will also be used as the default "Printing Format" when creating a form. 
  15. Support Email - Set where the support issues are sent. Support issues are sent to the Trackplan support team by default, but you can override this if you wish by entering your chosen email address.
    1. support issues can be created by clicking on the Help Centre icon from the sidebar: