System Settings
Global settings that impact the platform's operation.
| Setting Category | Purpose | Typical Configuration Items |
|---|---|---|
| Integrations | Connecting the platform to external business software. | API keys/auth for Accounting (QuickBooks, SAP) or Inventory Systems. |
| Master Data | Managing core lists used throughout the platform. | Asset Types, Failure Codes, Service Categories, Price Book items. |
| Customization | Tailoring the interface and forms. | Custom Fields, module naming, default color themes/branding. |
| Financial Settings | Default invoicing and payment terms. | Payment Terms (e.g., Net 30), tax setup, invoice numbering sequences. |