The importance of getting this section correct will ensure all future transactions completed (Estimates / JobTrackers & Invoices) will have correctly allocated data for ease of use. This area is further explained as:
Personal Tab: straight forward data requirements:
- Name, Email, Phone details
- Logon Password Change & confirm new Password is actioned within this Tab
Access Tab:
- This Tab is only available to Users on a COREX Plus subscription
- Here you can Add Sub-Users to your COREX account. They will have Mobile phone access to your JobTracker allocated Jobs (allocated from the Categories Tab), to input their respective Job related Times, Materials etc. What a Sub-User sees is totally within your control.
Account Info Tab:
- GST# – enter if you are registered for GST, otherwise leave blank
- Bank Account – enter the Account number you want to receive Invoice payments to
- Estimate Validity Time – Select which time option you want to apply to Estimates/Quotes being valid to before they expire
- Invoice Due Date – again select which option you want to apply to Invoices – this will place a Due Date from the invoice date, based on this selection
- Financial Year – enter here the Month End Date of your accounting financial year – this sets the annualised Dashboard KPI’s values
- Establishment Fee – if you apply a standard establishment fee to place equipment etc on site, enter this here. Note, this can be set to Zero or changed at job level
Text Options Tab:
- Estimates Text Options: this section covers the wording you want to apply, or select from, that will appear at the bottom of each Estimate / Quote. This is where you save them as Master comments, BUT you can edit / select at Job Estimate level
- Estimate Footer – allows for 300 characters of input to your requirements
- Estimate Terms & Conditions – Add here the Terms & Conditions that you would normally apply to a Job Estimate. Saving as many T&C’s here will act as Master T&C’s that you can select from when preparing each Estimate, as not all T&C’s will apply to each Estimate
- Invoice Text Options: this section covers the wording you want to apply, or select from, that will appear at the bottom of each Invoice. This is where you save them as Master comments, BUT you can edit / select at JobTracker level
- Invoice Footer – allows for 300 characters of input to your requirements – default first Item is “Please ensure your Invoice Payment is credited to our “XXXX” Bank Account “YYYY” (where XXXX is populated from your Company / Trading Name and YYYY is taken from your Bank Account Details)”
You can add to or amend these comments
- Invoice Terms & Conditions – Add here the Terms & Conditions that you would normally apply to a Job Invoice (could be the same as Estimate T&C’s, you decide). Saving as many T&C’s here will act as Master T&C’s that you can select from when preparing each JobTracker, as not all T&C’s will apply to each Job.
- Invoice Footer – allows for 300 characters of input to your requirements – default first Item is “Please ensure your Invoice Payment is credited to our “XXXX” Bank Account “YYYY” (where XXXX is populated from your Company / Trading Name and YYYY is taken from your Bank Account Details)”
Billing Tab: Here is where you amend your current:
- Subscription Plan:
- Upgrade Plan from COREX Base to COREX Plus,
or vice versa - Downgrade your plan from COREX Plus to COREX Base
- You will see the various options available within each Plan are listed
- Upgrade Plan from COREX Base to COREX Plus,
- Billing History:
- Using this option allows you View, Download / Print your monthly billing Invoices / Receipts