Skip to main content- Company SettingsManage your company profile, contact information, address, and logo.
- SubscriptionManage your subscription plan and billing information.
- Users settingsManage team members, roles, permissions, and user accounts.
- Taxes settingsConfigure tax rates for invoices, estimates, and sales orders.
- Payment Terms settingsSet up and manage payment terms for invoices.
- Customer Portal settingsConfigure the customer-facing portal for sharing documents and updates.
- SystemsManage fire protection system types and their configurations.
- Invoices settingsConfigure default settings and messages for invoices.
- Purchase Orders settingsConfigure default email messages for purchase orders.
- Estimates settingsConfigure default email messages for estimates.
- JobsConfigure default email messages for jobs.
- Job TypesDefine the types of jobs your company performs.
- Job Templates settingsJob Templates are managed from Jobs, not Settings. Open the full Job Templates guide.
- Smart ListsBuild custom filtered views of your data.
- Task Templates settingsCreate reusable task templates for standardized workflows.
- Custom Fields settingsAdd custom data fields to records across your system.
- Custom DocumentsDesign and manage custom document templates.
- Status OptionsCustomize status workflows for different record types.
- Action CodesDefine action codes for categorizing work performed.
- Labels settingsCreate and manage labels for organizing records.
- Data Imports settingsImport data from CSV files into your Forz account.
- Email NotificationsConfigure inbound email and notification settings.
- Email Templates settingsCreate and manage reusable email templates.
- SkillsDefine skills that can be assigned to users and matched to jobs.
- Item CategoriesOrganize inventory items into categories.
- Trash BinView and restore recently deleted records.
- Workflows settingsCreate automated workflows to streamline your processes.
- IntegrationsConnect Forz to Stripe for online payments and to QuickBooks Online or Zoho Books for accounting.
- ModulesEnable or disable feature modules for your account.
- Reassignment LogsView history of record reassignments between users.
- Route Planner settingsSet up route templates, technician skills, shift times, locations, and daily optimization preferences.
- Inventory Adjustment ReasonsDefine reasons for inventory quantity adjustments.
- TimelogsConfigure time tracking settings for your team.
- Custom Price GroupsCreate pricing tiers for different customer groups.
- Custom RolesCreate roles and configure granular permissions to control what each user can access.
- Inventory LocationsManage warehouse and storage locations for inventory.
- UsersAdd, edit, and manage the people who use Forz in your organization.
- Custom FieldsAdd custom data fields to customers, jobs, contacts, and other records to capture information specific to your business.
- Data ImportBulk import records into Forz from CSV files with column mapping and validation preview.
- LabelsCreate and manage color-coded labels to categorize customers, jobs, estimates, projects, invoices for quick visual identification and filtering.
- Status OptionsDefine the status workflow for each record type -- including custom statuses, sub-statuses, colors, and stepper progression.
- Company SettingsSet up your company name, contact information, address, and logo for use across Forz documents and communications.
- Tax RatesDefine tax rates that apply to invoices and estimates, with automatic history preservation for audit compliance.
- Payment TermsDefine when invoices are due using standard day-count terms or date-driven terms tied to specific days of the month.
- Custom Record NumberingGive jobs, invoices, and other records your own number format, such as WO2609-001, and choose which format each module uses.