Company Settings

  • Field Promax is a highly configurable software. You can customize the settings to fit your specific business needs. However, we have configured it with general default settings so you can start using it out of the box.

  • From the main menu select Settings => Company =>

Upload your logo, fill in your address and setup your time zone. This information is utilized to brand your Work Orders and Estimates.

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This section has numerous settings to customize your Work Orders (e.g., Custom Fields). Setup how you Schedule & close Work Orders etc.

Work Orders

Configure your company-wide Mobile App settings in this section (e.g., Allow Technicians to create Work Orders, Estimates etc.)

Mobile App settings

Turn On/Off Expense Tracking, Equipment Tracking, Mileage Tracking, Custom Pricing, External User, Payment modules, etc.)

App Feature setting

Configure your Text Messages to your Technicians and Customers. Setup reminders to avoid missed appointments etc.)

Text Messages

Setup email notifications when an Estimate has been approved.

Estimate setting

Setup multiple tax rates. Select the tax rate that applies to each Work Order or Estimate.

Tax setting

Your company’s Service Request link can be found in this section. Setup notifications when a customer submits a Service Request.

Service Request setting

Customize your Work Order and Estimate PDFs (e.g., Term and Conditions, What you want displayed in the PDF, etc.)

PDFs setting

Adjust the default zoom level for your map views.

map setting

Customize your calendars (e.g., Business hours, Time intervals, visits displays etc.)

calendars setting

Setup the default page you want to view each time you login.

Setup setting

Customer portal settings are configured in this section.

External User setting