Group 65
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Settings
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