General settings

General settings cover the core company-wide defaults that drive billing, dispatch, and travel-cost calculations across FSM Navigator®. These values apply to every user in your company.

Navigate to Settings → General to manage these options.

Currency

The currency for your company is locked to US Dollar (USD) at this time. All invoices, payments, payouts, and financial reports are calculated and displayed in USD.

Distance unit

Choose whether distances are displayed and calculated in Miles or Kilometers. This setting affects:

• Mileage shown on jobs and travel reports.
• Fuel-cost labels (per mile vs. per kilometer).
• Distance figures used by intelligent dispatch when matching the closest technician.
• Travel-savings reporting.

Changing your distance unit

1. Open Settings → General.
2. Select Miles or Kilometers.
3. Click Save.

The fuel-cost field below updates its label automatically (e.g., Fuel Cost per Mile becomes Fuel Cost per Kilometer).

Fuel cost

Set your average vehicle fuel cost per mile (or per kilometer, depending on the distance unit selected above). This single number drives travel-cost estimates and travel-savings reporting across the platform.

The hint under the field shows the IRS standard mileage rate in effect. When the IRS has announced a new rate, the hint also shows the new rate and the date it starts. If you keep the IRS rate, trips from that date use the new rate automatically. If you entered your own figure, it stays as it is until you change it.

Owners also get a notification and an email when the IRS rate changes: when a new rate is announced, on the day it starts, if an announced change is cancelled, and if a rate already in effect is corrected. If your company keeps the IRS rate, the message says it updates automatically. If you entered your own figure, the message asks you to review it and links to this page. You can turn off these emails under IRS Mileage Rate Updates in your email preferences.

Updating your fuel cost

1. Open Settings → General.
2. Enter your average cost per mile or kilometer.
3. Click Save.

The number is shown alongside live travel-cost examples on the same page so you can see the impact before saving.

Default technician hourly rate

This is the hourly rate you bill customers for technician time. It pre-fills the labor line on estimates and on invoices generated from a job.

It is a billing rate, not a cost. Job profitability does not use it: what an hour of each technician's time costs your company is set separately under Technician cost rates on the Performance Dashboard's Profitability tab (Pro and Enterprise plans). See Job profitability.

Updating the default rate

1. Open Settings → General.
2. Enter the hourly rate.
3. Click Save.

Existing invoices and historical reports are not affected — the new rate applies to future cost calculations.

Estimate labor rate

Some companies quote customers at one rate and pay technicians at another. This optional setting is the rate used to price labor lines on estimates, so you can set your quoting rate without changing what you pay.

Leave it blank and estimates quote at your Default Technician Hourly Rate — exactly as they did before this setting existed. Fill it in only when the two numbers should differ; the gap between them is your quoting margin, and you can see both side by side on the same screen.

Setting or clearing it

1. Open Settings → General.
2. Under Billing & Pricing, enter the rate — or clear the field to go back to using the default technician rate.
3. Click Save.

Owner dashboard notifications

Toggle whether the Owner receives alerts on the dashboard for critical company events such as:

• SLA breaches and overdue jobs.
• Missed technician check-ins.
• Low-inventory alerts.
• Daily summary digests.

When this is off, dashboard alerts still appear on screen for the Owner — only the email side of these notifications is suppressed. Turn it on if you want the Owner to receive emails for these events as well.

Turning Owner notifications on or off

1. Open Settings → General.
2. Toggle Enable Owner Dashboard Notifications.
3. Click Save.

Onboarding mode

Onboarding mode is a temporary setting that temporarily raises your API rate limits so that bulk user imports, training sessions, and rapid first-week setup do not trip the platform's anti-abuse limits.

When to enable onboarding mode

• Bulk user imports — adding many users in a short window.
• Group training sessions — when a room full of new users will be exercising the app simultaneously.
• Rapid initial setup — the first day or two while you load customers, jobs, and inventory.

Enabling onboarding mode

1. Open Settings → General.
2. Scroll to the Onboarding Mode card.
3. Choose a Duration (24 hours, 48 hours, 72 hours, or 1 week).
4. Toggle the switch on.
5. The card shows a live countdown until the mode expires.

Onboarding mode automatically expires after the duration you selected — you do not need to remember to turn it off. You can also disable it manually at any time by toggling the switch off.

Hold reasons

When someone puts a job on hold, on the web or in the mobile app, they pick a reason from a list. FSM Navigator starts you with six reasons: Waiting on parts, Customer not available, Waiting on approval, Weather, Access issue and Customer requested changes. Other is always offered as well, and it asks for a short note so the office knows what happened.

When a customer selects Reject Work on a completed work order in the customer portal, the work order goes on hold with Customer requested changes, and the customer's comment is kept as the note. If you rename that reason, your name is used. Hiding it only removes it from your team's list; a customer's rejection still records it.

You manage the list under Settings → General → Hold reasons:

• Rename a reason — type the new name in its box and select Save name. To go back to the original name of a standard reason, clear the box and save.
• Hide a reason — select Hide. It stops appearing when someone puts a job on hold. Jobs that were already held for that reason keep it. Select Show to offer it again.
• Add your own reason — type it under Add a reason and select Add reason. You can offer up to 30 of your own reasons at once; hide one you no longer use to make room.

Other cannot be renamed or hidden.

Settings summary

Frequently asked questions

Related guides

• Company information — set your company name, address, and timezone
• Branding — upload your company logo
• Notification preferences — choose which alerts you receive
• Roles and permissions — understand who can access settings