Settings

Settings is where you set the company up once: who you are, what the company is called, how quotes and invoices look, and how the app behaves. After that you rarely need to come back — the jobs, the quotes and the accounting pull what they need from here.

Everything sits on one page, split into groups named for what they are about. At the top is you — your picture (or your initials), your name and your role in the company you are in now, like «Office at Rørlegger Hansen AS». Tap it to open Your profile. The company you are working in is named in the The company group; to switch companies you use the sidebar, not this page.

Opening settings

You

The things that are yours, whichever company you are in:

• Notifications — what you are told about, on push or email. More in Notifications.
• Language and appearance — language, visual style and light or dark. Its own page: Language and appearance.
• Standing preferences — what the assistant remembers and follows for you. Its own page: Standing preferences.
• Support and channels — help and the way to reach us.

Your profile — name, role and job title — is reached from your picture at the top of the page, above the groups. Your password is managed from your own account; it does not live in the app.

The company

The company itself — only those who run the company see and change this. The company you are in is named beside its mark in the heading, so you always see which company the settings belong to:

• Company profile — name, organisation number and the address that ends up on quotes and invoices.
• Employees and roles — add the team and give each role what the job needs. Its own page: The team, roles and access.
• Subscription — what the company pays for. Everyone who runs the company sees the status; only the owner can change it. Its own page: Subscription and billing.
• Modules — what the company has switched on, such as quotes, and the accounting system: Tredco Accounting or Tripletex, one at a time.
• Company inbox — the email address where receipts and enquiries land. Its own page: Company inbox.
• Integrations — links to other services. Tripletex shows here but is chosen under Modules.

Quotes and invoices

The defaults new quotes and invoices inherit, so you do not set them every time:

• Logo and colour — the logo and colour on your documents.
• Quote layout — what shows on a quote: price, quantity, photos, VAT and totals.
• Payment terms and validity — how many days the customer has to pay, and how long a quote stands.
• Standard texts — terms and a note added automatically.
• Payment Schedule — split the payment into instalments when a job is large.
• Certificates — your approvals, ready to show on a quote.

To see how this plays into a quote, read Quotes from a site visit and Invoicing and accounting.

The app

At the bottom is the app itself:

• Invite friends — share Tredco with other tradesmen.
• Terms and conditions — the terms you use Tredco under.
• The version line shows which version you are running, and turns into the update button when a new one is ready.

On the phone you find Sign out at the very end, with a confirmation — so you do not sign out by accident.

If you see a Workshop group at the very bottom, that is administrator tooling most people never need to touch.

The same row all the way down

Every row looks alike: a small drawing, the name of what you can change, and a chevron in. The row no longer shows what is inside — the page is the way in, and the value is one tap away. Two rows lead out of the app instead of in: Invite friends opens sharing on the phone, and Terms and conditions opens in the browser. They carry their own mark instead of the chevron.

Not up and running yet? Start with Getting started.