Settings & Configuration
Company settings, finance settings, custom fields and notifications.
Where do I find every setting in WorkSkedge?
Settings is grouped into Personal, Business, Workflow and Team & Access. This map lists what each page controls, who can change it and the direct link.
How do I turn features on or off for my company?
Features in use, on the Features tab of Company Settings, switches whole modules on or off for everyone. Turning one off hides it but keeps your data.
What can I configure in Company Settings?
Company Settings holds branding, project and work order workflow rules, report requirements and reminders, the holiday calendar, feature toggles, roles, departments and skills.
How do I add custom fields to projects and work orders?
Define extra fields at Settings > Workflow > Custom Fields. Choose a name, a type and whether it applies to projects, work orders or both.
How do I choose who receives each email notification?
At Settings > Workflow > Email Notifications you pick, per event, which role groups, contextual people and extra addresses get the email.
Where do I set taxes, payment terms and invoice defaults?
Finance Settings holds tax codes, contract terms, purchase order rules, company credit cards, invoice defaults, holdback and price book product defaults.
How do I manage our plan, seats and billing?
Billing & Subscription shows your tier, licensed seats, billing interval, payment method and past invoices. Seats are counted from active users.