This article will explain the Organization Settings and how they affect the use of the Bitumio Software. 

Navigate to Organization Settings

Step 1: Click the "Organization Info" option under "Organization Settings" on the Left Navigation Bar

Settings

• Average Working Hours
  • This is the average number of working hours your crews word per day.
  • This number is used to calculate the number of days to complete a Job which is used when scheduling Jobs. 
• Use Recurrent Contact for New Proposals
  • When this is enabled, a Company that requests a Proposal from the website will be assigned to the same Estimator that has previously prepared Proposals for that same Company.

Step 2: Click the "Employees" option under "Organization Settings" on the Left Navigation Bar

• Employees
  • Entering Employees here will be available when adding Job Costing to Jobs. 
  • Employees do not count towards your Subscription User Count.

Step 3: Click the "Addresses" option under "Organization Settings" on the Left Navigation Bar

• Addresses
  • This is where you can store the addresses for your Organization. This can store your Office address and your Yard address.
  • Whichever address is marked as the "Primary Address" will be used to calculate the travel distance and time in Proposals and Jobs.

Step 4: Click the "Addresses" option under "Organization Settings" on the Left Navigation Bar

• Logo
  • Upload a logo that should appear in Proposals, Work Orders, Emails, and other forms of internal and external communication sent from the software.
• Name
  • Your Organization Name that should appear in Proposals, Work Orders, Emails, and other forms of internal and external communication sent from the software.
• Phone
  • Your Organization's Phone Number that should appear in Proposals, Work Orders, Emails, and other forms of internal and external communication sent from the software.
• Email
  • Your Organization's Email Address that should appear in Proposals, Work Orders, Emails, and other forms of internal and external communication sent from the software.
• Organization Documents
  • Upload any documents that need to be easily referenced by other members of your team. 
  • Future: These documents can be attached to Proposals as part of the sent package. For example, a municipality requires your Workers Comp and Insurance documents with a submitted bid. These can be uploaded and sent attached to the proposal.