To reach system settings, click on the cogwheel icon placed at last in your left navigation.
Upon selection of the Settings option, you'll be greeted with the below interface. To customize each setting, click on each option, and it will expand to view the entire list of sub-settings, related to the main.
1.1. Settings: Job Preferences
Property Preferences: Through this option, you are able to specify your preference for receiving job opportunity alerts. According to the selection, you’ll either be notified for Residential or Commercial jobs only or for both.
The setting will be overridden during instances where Property Manager, Property Owner or a Tenant exclusively request your service for a selection you’ve not enabled here.
Job Preferences: These settings allow you to decide how to handle the jobs in specific situations
Allow office admins to decline jobs: As the Organisation Admin, you are able to give permission for internal office admins to decline job opportunities behalf of you.
Enable the job tagging on the job card: When this option is enabled, the job tags that can be assigned in the Unscheduled state will be visible on the job detail view, to easily select and assign refer below screenshot
1.2. Settings: Business Rules
Business rules feature is all about making your life easy!
As an Organisational Administrator (the feature is not available for Office Admins) you are able to pre-define actions and reminders to automate your workflows so that it's easier to tackle on tasks and give attention as required.
Following is the interface for the Business Rules.
You are able to edit an existing rule, delete it altogether or clone and edit it as you wish.
Following is how you can create a rule.
Step 01: Click on "Add New Rule" option
Following is the screen to create your own rule for a "Reminder"
|Rule Name:||The name you give to easily identify the rule|
To define the rule if it's an action-based or reminder based.
Action will prompt an automated action, e.g. all electrician jobs to be automatically assigned to a specific employee.
A reminder is to prompt a reminder as a notification, email or an SMS when the job comes to a certain state. E.g. remind on the variation received jobs when it's not actioned by 1hr.
|Status:||Status of the rule, by default it'll be active, but you can make it inactive.|
|Description:||Describe what the rule is about for the ease of other users or for later referential purposes|
|Create Rule For:||Selecting the job type you want the rule to be created for|
|Urgency:||Define during which urgency state the rule should be triggered|
|Which are:||A default state as "Not Actioned" which cannot be changed by you|
To define the maximum amount of grace period for the rule to be triggered.
E.g. if a job is not actioned by a certain number of hours or days, to alert you on that or perform an automated action.
|Then:||Default option which determines whether it's a reminder or an action based on the Rule type|
|Frequency:||The number of times the reminder should be triggered until it's been actioned|
|Users:||Default related users will be triggered by the backend|
|Reminder Option:||To select the reminding mode such as email, push notification or an SMS|
|Priority:||To define the rule's priority or the importance of the event|
|Your Rule:||Summary of the rule created for your easy reference.|
Step 02: Define values for the above fields as per your requirements
Step 03: Save the rule.
The rule will be triggered for all the matching scenarios from the time it was created and will not be applied for old jobs as it might trigger a heavy response.
1.3. Settings: Checklists
This is an option offered by B+A to allow you to create a set of checklists, that’ll allow you to provide a guideline to subcontractors or employees when undertaking a job. You can create multiple checklists, with specific fields and actions defined for each.
Following is a guide on how to create a checklist.
Click on Add new templates.
Add the template name.
Add fields and define field actions through “Add new field” button.
Based on the field type, you are able to define options e.g. Select List, Checkbox Group etc..
Below is a drafted checklist, to give you an idea on how to create your guidelines.
The templates that are created here can be added to each job during the assignment, in order to make sure your employees are clearly informed on the process and let them double-check on any task that needs to be done.
1.4. Settings: Scheduler
For each of the services you are offering, you are able to define a standard time frame through this option, saving a lot of time, when estimating for jobs that match your service type.
Following is the interface to enter time frames, when you tick the above checkbox.
1.5. Settings: Work Calendar
Through this setting, you are able to define the working hours for your business.
Though it is not mandatory, we advise you to fill the timings. This is mainly because, once you share the schedule with the client or a Property Manager, they are able to schedule a job behalf of you within the defined working hours, if they don't know your timings it would be rather inconvenient for both parties to
The system shall identify your working days by the number of days that are being checked, and others will be considered as non-working.
Working Distance: The km defined here are extracted from the figure entered during the registration. It will allow you to receive job alerts within this radius, having your business location as the central point.
Jobs nearby radius: This is applicable when opportunities are presented through on-demand option, where you’ll be alerted of Job opportunities when you are out in the field if it’s within the distance specified here.
1.6. Settings: Accounting
If you are already a user in one of the above platforms, you are able to connect and provide a comprehensive itemized quotation for jobs that match your service.
You need to select the accounting platform you use and follow the prompts to link B+A to your accounting package. Once completed you can select the items you use and link them to the platform for your quoting purposes.
Following is a screenshot of the interface which lets you add you an itemized quote once integrated.
If you do not use any of these packages then you can still quote using one of the drop-down menu options available with quote options.
For a detailed description on how to connect your XERO account with Bricks + Agent click here.
1.7. Settings: Security
Enable this and you will receive an SMS each time you log in to the website. You will need to enter this code to be able to log in. Note that this is not applicable to mobile devices.
If you wish to change the number, click on the ‘Change’ button and following pop-ups will appear to enter the mobile number and verify.
1.8. Settings: Communication Preferences
From the above setting, you are able to customize the way you are being notified of specific system actions. Note that you will always receive the default communications from the system.
1.9. Settings: Device Settings
As a security precaution, you are able to temporarily revoke access for all devices that you have logged into and do not have access to.
Once you click Revoke option for any platform or both of them, it will disable accessing your account from all devices according to the platform you’ve chosen above, except the device you gave the command from. E.g. From your MacBook you revoke permission for iOS devices. In such a case you are able to log in from any Android device, but unable to do so through devices that are run by iOS except for the MacBook, you’ve given the command from.
If you revoke access permission for both platforms, devices from both platforms will not let your account to be logged in except for the device that you enable the action to revoke.
Access can be granted by logging from the same device and activating access.
1.10. Settings: Payment Settings
This window provides an overview of the payment settings. The options you are able to carry out through this view are as follows:
Add a new card: You may add a new card from the following interface.