Settings

Learn how to use each of the areas of in-app Settings

20 articles in this collection
Written by Nicholas Zuccarelli, Jackson Calderwood, and Brad Wynter

Account

Managing your Account Details

Account Details dialog within Settings

Written by Nicholas Zuccarelli
Updated this week

Viewing your Account Logs

Details on the Account Logs dialog

Written by Nicholas Zuccarelli
Updated over a week ago

Company

How to receive email replies from clients for documents sent from Pest Register

Learn how to receive email replies for documents sent from Pest Register

Written by Nicholas Zuccarelli
Updated over a week ago

Updating your Company Details

Learn how to update or change company details.

Written by Jackson Calderwood
Updated over a week ago

Managing your Subscription

Managing your Subscription to Pest Register

Written by Nicholas Zuccarelli
Updated over a week ago

Linking with Accounting & Payment Providers

The Providers dialog within Settings.

Written by Nicholas Zuccarelli
Updated over a week ago

Viewing your Company Logs

Details on the Company Logs dialog

Written by Nicholas Zuccarelli
Updated over a week ago

Style & Branding

Updating your Company colours & logos

Learn how to set your branding.

Written by Jackson Calderwood
Updated over a week ago

Updating your Company eCard

Learn how to change your company eCard

Written by Nicholas Zuccarelli
Updated over a week ago

Updating your report cover page style

Learn how to change the style of your report documents

Written by Nicholas Zuccarelli
Updated over a week ago

Updating your document footer image

Learn how to edit your report and invoice PDF footer

Written by Nicholas Zuccarelli
Updated this week

Importing Data

Importing clients via CSV file

Learn how to import clients using a CSV file

Written by Nicholas Zuccarelli
Updated over a week ago

Preparing your CSV data file for upload into Pest Register

A technical approach to improving your CSV data file before uploading into Pest Register

Written by Brad Wynter
Updated over a week ago

Importing old/historical reports

Learn how to upload historical PDF reports.

Written by Jackson Calderwood
Updated over a week ago

System

Creating Appointment Types

Creating & managing your Appointment Types

Written by Nicholas Zuccarelli
Updated this week

Handling your accounting defaults

Includes details on setting a bank account number for invoices and default invoice due dates

Written by Nicholas Zuccarelli
Updated this week

Handling your calendar defaults

Includes setting up your company availability

Written by Nicholas Zuccarelli
Updated this week

Handling your client defaults

Includes options on client referrals & Client Connect

Written by Nicholas Zuccarelli
Updated over a week ago

Handling your file defaults

Default categories when uploading new files

Written by Nicholas Zuccarelli
Updated over a week ago

Handling your default ledger accounts

Written by Nicholas Zuccarelli
Updated over a week ago