Overview

Operations Settings holds the company details printed on generated documents, the Driver Kiosk behaviour, and the operations notification emails.

Navigate to Operations → Configuration → Operations Settings.

User permissions

Editing requires the Administrator role. Other users with access to the Operations module can view the page, but the Edit option is not available to them.

The Company section is visible only to the Administrator and Triple D Support roles. If you do not see it, your role does not have access to it.

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In This Topic

Related Topics

Compliance Settings

People Settings

Workshop Settings

Accounting Settings

Company

These values appear on quotes, invoices, purchase orders, timesheets, staff passes, workshop forms and email footers.

Company Details

Field Description
Company Name The legal name printed on quotes, invoices, purchase orders and email footers. Required. Maximum 200 characters.
Short Name Used to sign off system emails. Required. Maximum 50 characters.
ABN Printed on quotes and tax invoices. Required. Maximum 50 characters.

Company Contact

Field Description
Phone Required. Maximum 50 characters.
Fax Optional. The fax line is omitted from documents when left blank. Maximum 50 characters.
Email Required. Must be a valid email address. Maximum 200 characters.
Website Optional. Enter it with or without a scheme, for example example.com.au or https://example.com.au. Maximum 200 characters.

Company Address

Field Description
Address Required. Maximum 200 characters.
Suburb Required. Maximum 100 characters.
State Required. Maximum 50 characters.
Postcode Required. Maximum 20 characters.

❕Note: Company details are saved before anything else on this page, and are validated strictly. If a required company field is blank or an ABN is rejected, the save fails and no other change on the page is written. Correct the company field and submit again.

User Interface Settings

Driver Kiosk

Field Description
Look Ahead Days The number of days ahead a driver can view their schedule. Between 1 and 30.
Inactivity Timeout (Minutes) The minutes of inactivity before the kiosk logs out. Between 1 and 60.
Use scheduled finish as completion time When set to Yes, a driver clocking off before their scheduled finish time, has the clock off defaulted to the scheduled finish, and it cannot be set later than that. After the scheduled finish has passed, the standard 5-minute ahead rule applies. Affects School & Urban job types only.

Operations Settings

Field Description
Default gap between the clock on & depart depot time The default number of minutes between a driver clocking on and departing the depot. Between 1 and 60. Fill in the depart depot time & the clock on time will default to this many minutes before.

Email Settings

Both notifications share the same two fields.

Field Description
Send Emails? Set to Yes to receive the notification, or No to switch it off.
Recipients One or more email addresses, separated by a semicolon (;) with no spaces. Maximum 200 characters.

Cancelled Booking

An email is sent when a booking in the future is cancelled.