Configure your Service Suite

After onboarding you manage your own environment from one place: Configuration, at the bottom of the left-hand menu. This page walks through those settings in the order that works best.

One page holding every setting you are allowed to change, grouped by subject.

You only see what you may change

The page is built the moment you open it, from your own permissions. A setting you are not allowed to change is not listed. Two colleagues with different roles therefore do not see the same page.

What you set up here

Block	What it covers
Company & Branding	Company details, logo, favicon and document layout
Languages & Localisation	The languages your team works in and your customers read
Email & Communication	Sender, mail servers, email domains and aliases
Email Templates	The wording of everything you send automatically
Users, Roles & Access	Who works here and what each of them may do
Planning & Field Team	Techniekers, vans, routes, availability
Products, Parts & Stock	Catalogue, warehouses, van stock
Customers, Sites & Assets	Who you work for and where their equipment stands
Service & Operations	Types, stages, teams and billing rules
Safety	LMRA, PPE, checklists and risks
Templates & Documents	Every reusable template in one list
Maintenance & Contracts	Contracts and preventive schedules
Integrations	Calendars, mailboxes and other services
API & Single Sign-On	How other systems sign in and read your data
Data Import	Bring your existing data in

Technical platform administration

A number of technical system functions are reserved for the platform administrator and therefore do not appear for you. That is deliberate: you run your business, not the infrastructure underneath it. If you need something that is not there, ask your platform administrator.

The order that works

1. Company & Branding

   Start here. Your company details and logo end up on every document, every email and the login page, so everything you set up afterwards builds on this.

   Company Profile — name, address, company and VAT number, phone, email and currency.

   

   Logo, Favicon & App Branding — the logo shown on the login page and on your documents, the favicon in the browser tab, the colours of your notification emails, and the name and colours of the installable app on your team’s phones.

   

   Document Layout — how quotations, invoices and service reports look: template, colours, font, tagline and footer, with a preview beside it.

   Tip

   Use a square image for the favicon and a wide one for the company logo. Both are scaled automatically.

2. Languages & Localisation

   Switch on the languages your team works in and the ones you write to your customers in.

   

   • Languages — activate or deactivate a language for the whole environment.
   • Add a Language — loads a language that is not available yet.

   Each colleague then picks their own working language under My Preferences, which is also where the time zone lives — that decides how schedules and appointments are displayed. For a customer, set the language on their record so quotations and reports go out in their language.

3. Email & Communication

   This is where you decide who your customers see as the sender.

   

   • Email Identity — the address your mail leaves from, and the email domain replies arrive on. The Send a test email to myself button confirms straight away that it works.
   • Outgoing Mail Servers — the server that sends your mail.
   • Incoming Mail Servers — a mailbox you have collected automatically, so customer replies land on the right record.
   • Email Domains and Aliases — addresses such as support@ that turn a message into a record.

   

   Use your own company identity

   Always send customer communication from an address on your own domain, never from your supplier’s. If a platform address is still configured, the screen says so at the top.

   A stored mail-server password is never shown again. Change the server or the user and it is cleared, so you type it once more.

4. Email Templates

   Templates hold the wording of the messages your environment sends on your behalf. You change the text; the wiring underneath stays intact.

   

   Available among others, depending on what is installed for you:

   • Intervention report — the report sent after an intervention
   • Send quotation and Order confirmation
   • Send invoice and Payment receipt
   • Report received via QR code
   • New user invitation and Portal access

   Note

   You can change the text and the simple placeholders (the customer’s name, the service order number). More complex expressions are reserved for your platform administrator — the screen tells you if you enter one.

5. Users, Roles & Access

   

   • Employees & Roles — invite colleagues, activate or deactivate accounts and assign roles.
   • Roles (advanced) — adjust exactly what a role allows.
   • Permission Audit Trail — who changed which rights, and when.
   • My Preferences — your own language, time zone and signature.

   Give everyone the fewest rights their job allows. A technieker does not need an administrator role to carry out interventions, and a warehouse manager has no reason to see invoices. That limits mistakes and keeps the audit trail readable.

   Read more: Permissions and roles.

6. Planning & Field Team

   

   Build your team: techniekers, vans & vehicles, routes, day routes and route days, plus skill types and technieker skills. With blackout days, blackout groups, peak days and time windows you set when planning is allowed at all.

   Read more: Techniekers · Vehicles · Routes · Time off

7. Products, Parts & Stock

   

   The catalogue and where the parts are kept: products & parts, product categories, units of measure, warehouses, stock locations, operation types and reordering rules. Plus van stock, replenishment requests, required parts templates, warehouse zones and the zone layout.

   Read more: Products & parts · Stock · Van stock · Required parts · Warehouse map

8. Customers, Sites & Assets

   

   Who you work for and where their equipment stands: customers, contacts, sites & locations, site techniekers, assets, asset stages, equipment, asset health rules, service regions and QR codes & requests.

   Read more: Customers & assets · Sites and locations · Equipment · Customer 360° · QR codes · Asset health

9. Service & Operations

   

   How interventions are classified and followed up: service order types, stages, service teams, technieker categories, tags, order templates, task types and the billing rules.

   Read more: Service orders · Planning

10. Safety

    

    LMRA templates, hazards, PPE catalogue, PPE rules, checklist templates, risk register, risk rules and site environments.

    Caution

    What you set here helps decide whether an intervention may start at all. A missing mandatory check or an unticked PPE item blocks Start work for the technieker.

    Read more: LMRA · PPE · Quality & risks

11. Templates & Documents

    

    Every reusable template in one list: order templates, preventive maintenance templates, required parts templates, LMRA templates, checklist templates and controlled documents.

    This block deliberately repeats links from the other blocks — it is where you find them when you think “where was that template again?”.

12. Maintenance & Contracts

    

    Maintenance contracts and contract types, plus the schedules that generate preventive work: maintenance frequencies, frequency rule sets and preventive maintenance templates.

    Read more: Maintenance contracts

13. Integrations

    

    Integration hub, connections and providers: calendars, mailboxes and other services you connect to your environment. Per connection you see whether it is connected and when it last synchronised.

    Read more: Integrations

14. API & Single Sign-On

    

    Single sign-on and its audit trail, plus API credentials, webhooks and the API access log.

    

    Treat keys like passwords

    An API key is shown once, at the moment you create it. After that the environment keeps only an unreadable version. Store it in your password manager, never share it by email or chat, and never put it in a document or a screenshot. If a connection stops working, create a new key rather than going looking for the old one.

    Read more: Single sign-on · API

15. Data Import

    

    Bring in your existing customers, sites, assets and parts. The import shows a preview first, validates your file, reports duplicates and only runs once you confirm. Import history shows what every earlier import did.

    Read more: Import data

How this follows on from onboarding

Onboarding prepares your environment and fills in the first company details. Configuration is what you take over afterwards:

Onboarding
   → company created
Configuration
   → branding and languages
   → email and templates
   → users and roles
   → planning and team
   → products, customers, safety
   → connections
Go-live

Configuration stays available afterwards. Nothing has to be finished in one go: steps 1 to 5 are enough to start, and you fill in the rest as you take the environment into use.

Something you expected is not there?

Three possible reasons, in order of likelihood:

1. You do not have the right. Ask your administrator for the correct role.
2. The feature is not active for you. Blocks only appear when the matching feature is present.
3. It is not a setting but daily work. Interventions, quotations and invoices live in their own app, not here.

Next step

Environment ready? Continue with Service orders to create your first intervention.