Settings

Profile

  • This is your personal profile details, your company details are listed separately

Company

  • There are 3 cards of details here for all your company details
  • “I pay VAT” button default on, if you are not a VAT registered company and want see the prices you pay (full price including VAT)  and not all the VAT breakdowns turn off the button.
  • Company number is only for Limited companies. Ignore this field if you are a sole trader
  • VAT number for VAT registered companies
  • Copy address from your personal profile, simply select “same as in profile” button
  • Final card is your contact details

Branding

  • Spend a bit of time on your branding to truly get the best results for all the templated emails we’ve got ready for you
  • Uploading logos….. for best results
  • Document background colour gives you that little something to give your quotes, invoices and orders that bespoke look for the ultimate professional image
  • Choice of 2 carefully selected fonts helps you perfect your documents image.

Profession

  • Choose your main trade and the app will be loaded with popular products for your skill.
  • Don’t be tempted to load up with too many unnecessary trades professions, you will only end up getting frustrated with long product search results which aren’t related to your business
  • Turn on and off various trade professions as you need them, this keeps your main products at the top of your product searches
  • See “Products – add new”, barcode scan and internet search to build up your product data base to suit your company needs.

Rates and taxes

  • VAT switch, at the top of the taxes card there is a toggle switch to select between prices including and excluding VAT. The VAT content will still be displayed in most views.
  • Taxes card you can change CIS deuctions %, standard VAT rate (currently 20%), reduced VAT rate (5% see government details for more information when to apply) NB; you can not change the zero % rate (which is for new builds in the uk, see government details for more information)
  • Labour rates you can change low, medium and high rates
  • No charge labour rate is designed for free surveys and warranty work so your time can still be tracked against a project.
  • Material markup, you can change both low and high markup %, one of these values can be applied at the setup stage of a project so all future orders and allocated stock items are makedup accordingly without you having the think about it.

Suppliers

  • Pressing the + button you can add all of your favourite suppliers details to make emailing orders and requesting product prices super quick and easy.
  • Setup your most frequently used supplier as the default, this will always be setup as your first choice to emailing even faster.

Customers

  • pressing the + button brings up 3 cards of required information for manually setting up a new customer
  • “Import” from your phones address book is available in the top right corner of the new customer screen, once details have been imported you can edit if required and save.
  • “Its a company” button can be selected when you need the company details be shown on any documents like quotes and invoices
  • Address “current location” button is really useful if your doing a manual entry and your at the customers premises

Email templates

  • Here is where you can personalise the content of all the email templates for orders, quotation request, invoices, promormas and quotations.
  • We recommend you send some test emails first so you can understand and see how the emails are presented
  • Restore defaults are available on each template if you change your mind.

Account settings

  • Add your bank account details here so they will be automatically be displayed on your invoices and proformas.
  • Documents numbering allows you to edit the progressive numbering system for your invoices, proformas and quotations

Security

  • Change your email address and password here

Download all account data CSV

  • This brings up all your phones sharing options so you can send your accountant an CSV of all your invoice details

Be the ultimate trade professional.

Download Timter for free now.