Click on the word Admin in the top right corner. You'll see a grid of buttons to customize and manage your settings. Description of each button below.

(Note: Only Admins will be able to see this menu.)

Company: Set your company's name, logo, and time zone. This is also where high-level settings are configured.

Users: Control level of access by creating the roles you need for customers, technicians, and sub-contractors. Then, invite users with their name and email. See what invites are pending.

Customers: Create price profiles for various levels of service and supplies. Manage customer notifications.

Work: Here is where you plug in your services, products, and view work flow.

Data Integrations: Work Fossa works with third party applications like Quickbooks.

Imports: Copy lists of customers, locations, inventory, equipment, and more into Work Fossa.

Exports: Have the forms you need automatically created based on your Work Fossa data.

Forms: Manage forms such as inspections, protocols, and walk through check-lists. Set your schedule. Track the results and monitor your site outcomes.

Equipment: Store information on type, serial number, and cost basis of physical assets all in one place. Keep track of your equipment by location.

Custom Fields: Need to specify locations in a different way? Customize your Locations, Invoices, and Work here.

Glance at Your Week: The Dashboard will show you a snapshot of your weekly appointments and the next two days in detail. Change the date at the top.

Know Your Site: See your customer's contact information, account manager, location, site notes, and relevant files.

See What's Happening: The Work section shows the status breakdown of all Work Orders. Filter by date in the top right.

View Your Schedule: Filter your calendar by customer, job status, state, and/or category. Switch to include Unscheduled Work by clicking the toggle button in the top right.

Edit Contact or Log Out: Clicking on your email address in the top right corner will show you options to view your User Profile or Log Out. Your User Profile is where you can make changes to your contact information and update your password.