Settings
Organization
Info
| Name | Description |
|---|---|
| Name | Organization name, set upon registration. Displayed to partner organizations, also on the public price offers and in the client portal, when reporting an issue |
| Registry code | Blank upon registration but it's mandatory to set when updating the organization settings for the first time |
| VAT code | Displayed to partner organizations |
| VAT percentage | Whenever a task or a price offer is added, this value is used as the default value for VAT percentage |
| Public email address that can be displayed on price offers or work records | |
| Phone number | Public phone number, that can be displayed on price offers or work records |
| Address | Company's registration address or the address that you wish to dipslay publicly |
Country and language
- Timezone is set based on the country of operation setting.
| Setting | Description |
|---|---|
| Country of operation | Saago has different integrations and automations available based on this setting |
| Languages | Choose the languages that are available to users within your organization to choose from |
| Default language | Sets the language for outbound emails that are sent to your clients. All of the public views that may be shared via URL default to this language (Viewer may change). Whenever a new team member is added, the language that they see by default |
Tasks
| Setting | Description |
|---|---|
| Min. task duration | Minimum billable time, any 'total work time' less than is rounded up |
| Task time step | Rounding step after 'total work time' has surpassed Min. task duration |
| Min. split duration | When work order's expected end time falls out of the work day boundaries, then allow splitting the work between multiple work shifts only if both 'parts' form the minimal required duration set here |
| Min. duration to allow split | Minimum duration of the work order to allow splitting onto multiple work shifts. Eg. If set to 6 hours, then no work orders that have shorter expected duration than 6 hours will be split |
| Calculate travel distances in planner view | NB: Experimental feature! When activated accounts for travel distances when planning work. If no coordinates are known, then adds 30 minutes of travel time |
| Scheduled task priority | Default task priority for tasks generated by service agreement automation |
| Overseer | Whenever forwarding rules fail to resolve the assignee (missing settings or absence period), this user is set as assignee instead |
Pricing
| Setting | Description |
|---|---|
| Pricing module | If true, then pricing information is visible throughout Saago, When disabled, also disabled price offers and accounting modules |
| Publish price offer work plan | Setting to set default value on the price offer card upon price offer creation |
PDF Templates
| Setting | Description |
|---|---|
| Default act template | Default PDF template that is assosciated with the task, when adding a new task |
| Default aggregated act template | Default PDF template, that is chosen in the PDF download screen for the aggregated act |
| Default maintenance log pdf template | Default PDF template, that is chosen in the PDF download screen for the maintenance log |
| Default work log template | Default PDF template, that is chosen in the PDF download screen for the work log |
Sequences
- Every entity within Saago ecosystem has a automatically incrementing code.
- Upon creating an entity, the organization 'slug' is concatenated with the next number in sequence to obtain the code. Eg. DEMO-1.
Payment details
Accounts
- One or multiple invoice accounts that may be added to price offers.
| Name | Description |
|---|---|
| Account or bank name | Account name or the name of the bank that you wish to display |
| Account number or ID | Account number of other identification code |
| SWIFT | If applicable may specify SWIFT code |
Payment terms
- May be added to public price offers or work records.
- If overriden on 'company' level, this value is ignored.